Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s IDEX IEX Stock Holding History

Kayne Anderson Rudnick Investment 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
2021
Q1 		– Sell
-3
Closed -$1K – 641
2020
Q4 		$1K Buy
+3
New +$570 ﹤0.01% 618

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's IEX Position: Q1 2021 in Review

Kayne Anderson Rudnick Investment Management sold out of IDEX (IEX) in Q1 2021, closing a stake of 3 shares — an estimated $1K sold.

Kayne Anderson Rudnick Investment Management first reported a position in IEX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 536 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Kayne Anderson Rudnick Investment Management reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 3 IDEX shares in Q1 2021, an estimated $1K.
  • Kayne Anderson Rudnick Investment Management first reported a position in IDEX in Q4 2020 and held it in 1 quarter.
  • Kayne Anderson Rudnick Investment Management's IDEX position peaked at $1K in Q4 2020.
  • 536 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2021, filed 17 May 2021.