Kaizen Advisory’s IDEX IEX Stock Holding History

Kaizen Advisory’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
2018 Q4	$710K	Sell	5,628 -1,078	-16%	-$144K	0.49%	51
2018 Q3	$1.01M	Sell	6,706 -1,407	-17%	-$210K	0.53%	60
2018 Q2	$1.11M	Buy	8,113 +6,086	+300%	+$850K	0.56%	63
2018 Q1	$289K	Buy	+2,027	New	+$283K	0.29%	38

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's IEX Position: Q4 2018 in Review

Kaizen Advisory reduced its IDEX (IEX) stake by 16% in Q4 2018, selling an estimated $144K and leaving 5,628 shares worth $710K. The position accounts for 0.49% of the portfolio, ranked #51.

Kaizen Advisory first reported a position in IEX in Q1 2018 and has held it in 4 quarters since. The position peaked at $1.11M in Q2 2018. 419 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

Kaizen Advisory held 5,628 shares of IDEX worth $710K as of Q4 2018.
Kaizen Advisory sold 1,078 IDEX shares in Q4 2018, an estimated $144K.
IDEX made up 0.49% of Kaizen Advisory's portfolio in Q4 2018, its #51 holding.
Kaizen Advisory first reported a position in IDEX in Q1 2018 and has held it in 4 quarters since.
Kaizen Advisory's IDEX position peaked at $1.11M in Q2 2018.
419 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.