Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s IDEX IEX Stock Holding History

Jacobs Levy Equity Management’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
2014
Q3 		– Sell
-25,160
Closed -$2.03M – 857
2014
Q2 		$2.03M Sell
25,160
-203,553
-89% -$15.4M 0.03% 399
2014
Q1 		$16.7M Sell
228,713
-35,930
-14% -$2.62M 0.28% 110
2013
Q4 		$19.5M Buy
264,643
+174,743
+194% +$12.1M 0.29% 103
2013
Q3 		$5.87M Buy
+89,900
New +$5.43M 0.1% 250

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management's IEX Position: Q3 2014 in Review

Jacobs Levy Equity Management sold out of IDEX (IEX) in Q3 2014, closing a stake of 25,160 shares — an estimated $2.03M sold.

Jacobs Levy Equity Management first reported a position in IEX in Q3 2013 and held it in 4 quarters. The position peaked at $19.5M in Q4 2013. 305 funds tracked by Wall St. Rank hold IEX as of Q3 2014.

  • Jacobs Levy Equity Management reported no remaining IDEX position as of Q3 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 25,160 IDEX shares in Q3 2014, an estimated $2.03M.
  • Jacobs Levy Equity Management first reported a position in IDEX in Q3 2013 and held it in 4 quarters.
  • Jacobs Levy Equity Management's IDEX position peaked at $19.5M in Q4 2013.
  • 305 funds tracked by Wall St. Rank held IDEX as of Q3 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2014, filed 14 Nov 2014.