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Kepos Capital’s IDEX IEX Stock Holding History

Kepos Capital’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
2024
Q4 		– Sell
-1,787
Closed -$383K – 131
2024
Q3 		$383K Sell
1,787
-162
-8% -$32.7K 0.17% 61
2024
Q2 		$392K Buy
1,949
+160
+9% +$35K 0.15% 60
2024
Q1 		$437K Sell
1,789
-297
-14% -$67.1K 0.11% 76
2023
Q4 		$453K Buy
2,086
+194
+10% +$39.1K 0.15% 66
2023
Q3 		$394K Hold
1,892
– – 0.07% 89
2023
Q2 		$407K Buy
+1,892
New +$398K 0.07% 105
2022
Q4 		$473K Sell
2,071
-483
-19% -$108K 0.07% 111
2022
Q3 		$510K Sell
2,554
-544
-18% -$110K 0.06% 127
2022
Q2 		$563K Sell
3,098
-424
-12% -$79.9K 0.05% 146
2022
Q1 		$675K Sell
3,522
-40
-1% -$8.11K 0.05% 194
2021
Q4 		$842K Buy
3,562
+1,619
+83% +$368K 0.07% 213
2021
Q3 		$402K Sell
1,943
-124
-6% -$27.5K 0.03% 375
2021
Q2 		$455K Buy
2,067
+1,076
+109% +$238K 0.03% 315
2021
Q1 		$207K Hold
991
– – 0.01% 368
2020
Q4 		$197K Buy
991
+359
+57% +$68.3K 0.02% 288
2020
Q3 		$115K Buy
+632
New +$109K 0.01% 238

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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

Kepos Capital's IEX Position: Q4 2024 in Review

Kepos Capital sold out of IDEX (IEX) in Q4 2024, closing a stake of 1,787 shares — an estimated $383K sold.

Kepos Capital first reported a position in IEX in Q3 2020 and held it in 16 quarters. The position peaked at $842K in Q4 2021. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Kepos Capital reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • Kepos Capital sold 1,787 IDEX shares in Q4 2024, an estimated $383K.
  • Kepos Capital first reported a position in IDEX in Q3 2020 and held it in 16 quarters.
  • Kepos Capital's IDEX position peaked at $842K in Q4 2021.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Kepos Capital's 13F filing for Q4 2024, filed 11 Feb 2025.