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J. Safra Sarasin Holding’s IDEX IEX Stock Holding History

J. Safra Sarasin Holding’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,363
Closed -$2.65M – 484
2024
Q3 		$2.65M Sell
12,363
-25
-0.2% -$5.04K 0.05% 186
2024
Q2 		$2.49M Buy
+12,388
New +$2.71M 0.05% 208

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

J. Safra Sarasin Holding's IEX Position: Q4 2024 in Review

J. Safra Sarasin Holding sold out of IDEX (IEX) in Q4 2024, closing a stake of 12,363 shares — an estimated $2.65M sold.

J. Safra Sarasin Holding first reported a position in IEX in Q2 2024 and held it in 2 quarters. The position peaked at $2.65M in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • J. Safra Sarasin Holding reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 12,363 IDEX shares in Q4 2024, an estimated $2.65M.
  • J. Safra Sarasin Holding first reported a position in IDEX in Q2 2024 and held it in 2 quarters.
  • J. Safra Sarasin Holding's IDEX position peaked at $2.65M in Q3 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on J. Safra Sarasin Holding's 13F filing for Q4 2024, filed 14 Feb 2025.