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Jackson Square Capital’s IDEX IEX Stock Holding History

Jackson Square Capital’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
2020
Q4 		– Sell
-128
Closed -$23K – 231
2020
Q3 		$23K Hold
128
– – 0.01% 213
2020
Q2 		$20K Hold
128
– – 0.01% 200
2020
Q1 		$18K Hold
128
– – 0.01% 172
2019
Q4 		$22K Buy
+128
New +$20.7K 0.01% 206

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Jackson Square Capital's IEX Position: Q4 2020 in Review

Jackson Square Capital sold out of IDEX (IEX) in Q4 2020, closing a stake of 128 shares — an estimated $23K sold.

Jackson Square Capital first reported a position in IEX in Q4 2019 and held it in 4 quarters. The position peaked at $23K in Q3 2020. 546 funds tracked by Wall St. Rank hold IEX as of Q4 2020.

  • Jackson Square Capital reported no remaining IDEX position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 128 IDEX shares in Q4 2020, an estimated $23K.
  • Jackson Square Capital first reported a position in IDEX in Q4 2019 and held it in 4 quarters.
  • Jackson Square Capital's IDEX position peaked at $23K in Q3 2020.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.