KC
IEX icon

Kenfarb & Co’s IDEX IEX Stock Holding History

Kenfarb & Co’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
2023
Q3 		$834K Sell
4,009
-70
-2% -$15.2K 0.76% 39
2023
Q2 		$878K Sell
4,079
-36
-0.9% -$7.57K 0.76% 40
2023
Q1 		$951K Sell
4,115
-180
-4% -$40.9K 0.85% 37
2022
Q4 		$981K Hold
4,295
– – 0.87% 37
2022
Q3 		$858K Hold
4,295
– – 0.82% 37
2022
Q2 		$823K Hold
4,295
– – 0.65% 41
2022
Q1 		$823K Hold
4,295
– – 0.65% 41
2021
Q4 		$1.01M Buy
+4,295
New +$976K 0.74% 40

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kenfarb & Co's IEX Position: Q3 2023 in Review

Kenfarb & Co reduced its IDEX (IEX) stake by 1.7% in Q3 2023, selling an estimated $15.2K and leaving 4,009 shares worth $834K. The position accounts for 0.76% of the portfolio, ranked #39.

Kenfarb & Co first reported a position in IEX in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2021. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Kenfarb & Co held 4,009 shares of IDEX worth $834K as of Q3 2023.
  • Kenfarb & Co sold 70 IDEX shares in Q3 2023, an estimated $15.2K.
  • IDEX made up 0.76% of Kenfarb & Co's portfolio in Q3 2023, its #39 holding.
  • Kenfarb & Co first reported a position in IDEX in Q4 2021 and has held it in 8 quarters since.
  • Kenfarb & Co's IDEX position peaked at $1.01M in Q4 2021.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.