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Jefferies Group’s IDEX IEX Stock Holding History

Jefferies Group’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
2022
Q3 		$1.16M Buy
5,810
+3,392
+140% +$686K 0.01% 776
2022
Q2 		$439K Buy
+2,418
New +$456K ﹤0.01% 1050
2021
Q2 		– Sell
-31,505
Closed -$6.59M – 1803
2021
Q1 		$6.59M Buy
31,505
+30,024
+2,027% +$5.95M 0.06% 290
2020
Q4 		$295K Buy
+1,481
New +$282K ﹤0.01% 1282
2020
Q2 		– Sell
-24,348
Closed -$3.36M – 1659
2020
Q1 		$3.36M Buy
24,348
+17,948
+280% +$2.82M 0.04% 455
2019
Q4 		$1.1M Sell
6,400
-4,620
-42% -$748K 0.01% 1410
2019
Q3 		$1.81M Buy
+11,020
New +$1.83M 0.01% 1152
2018
Q4 		– Sell
-7,348
Closed -$1.11M – 2331
2018
Q3 		$1.11M Buy
7,348
+4,403
+150% +$656K 0.01% 1274
2018
Q2 		$402K Sell
2,945
-1,719
-37% -$240K ﹤0.01% 1702
2018
Q1 		$665K Buy
+4,664
New +$651K ﹤0.01% 1366
2017
Q3 		– Sell
-7,065
Closed -$798K – 2466
2017
Q2 		$798K Sell
7,065
-12,009
-63% -$1.26M 0.01% 1399
2017
Q1 		$1.78M Buy
19,074
+9,589
+101% +$881K 0.01% 985
2016
Q4 		$854K Buy
9,485
+5,926
+167% +$536K ﹤0.01% 1359
2016
Q3 		$333K Sell
3,559
-591
-14% -$53.4K ﹤0.01% 1778
2016
Q2 		$341K Buy
4,150
+114
+3% +$9.48K ﹤0.01% 1608
2016
Q1 		$335K Sell
4,036
-1,940
-32% -$145K ﹤0.01% 1623
2015
Q4 		$458K Buy
5,976
+1,303
+28% +$99.8K ﹤0.01% 1578
2015
Q3 		$333K Sell
4,673
-522
-10% -$38.5K ﹤0.01% 1707
2015
Q2 		$408K Buy
+5,195
New +$402K ﹤0.01% 1655
2014
Q4 		– Sell
-5,231
Closed -$379K – 2125
2014
Q3 		$379K Sell
5,231
-2,415
-32% -$186K ﹤0.01% 1469
2014
Q2 		$618K Sell
7,646
-3,494
-31% -$264K 0.01% 1125
2014
Q1 		$812K Buy
11,140
+3,730
+50% +$272K 0.01% 1020
2013
Q4 		$547K Buy
7,410
+900
+14% +$62.5K ﹤0.01% 1106
2013
Q3 		$425K Buy
6,510
+1,982
+44% +$120K ﹤0.01% 1272
2013
Q2 		$244K Buy
+4,528
New +$241K ﹤0.01% 1411

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Jefferies Group's IEX Position: Q3 2022 in Review

Jefferies Group increased its IDEX (IEX) stake by 140% in Q3 2022, buying an estimated $686K and bringing the position to 5,810 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #776.

Jefferies Group first reported a position in IEX in Q2 2013 and has held it in 25 quarters since. The position peaked at $6.59M in Q1 2021. 556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • Jefferies Group held 5,810 shares of IDEX worth $1.16M as of Q3 2022.
  • Jefferies Group bought 3,392 IDEX shares in Q3 2022, an estimated $686K.
  • IDEX made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #776 holding.
  • Jefferies Group first reported a position in IDEX in Q2 2013 and has held it in 25 quarters since.
  • Jefferies Group's IDEX position peaked at $6.59M in Q1 2021.
  • 556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.