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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
2014
Q4 		– Sell
-4,100
Closed -$297K – 2124
2014
Q3 		$297K Buy
4,100
+100
+3% +$7.72K ﹤0.01% 1613
2014
Q2 		$323K Buy
+4,000
New +$303K ﹤0.01% 1494
2014
Q1 		– Sell
-4,100
Closed -$303K – 2201
2013
Q4 		$303K Buy
+4,100
New +$285K ﹤0.01% 1382

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.