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Kiwi Wealth Investments Limited Partnership’s IDEX IEX Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2020
Q4 		– Sell
-6,199
Closed -$1.13M – 269
2020
Q3 		$1.13M Sell
6,199
-11,852
-66% -$2.05M 0.08% 207
2020
Q2 		$2.85M Sell
18,051
-1,851
-9% -$283K 0.23% 117
2020
Q1 		$2.75M Sell
19,902
-9,167
-32% -$1.44M 0.28% 100
2019
Q4 		$5M Buy
29,069
+1,420
+5% +$230K 0.37% 75
2019
Q3 		$4.53M Buy
27,649
+1,599
+6% +$265K 0.36% 80
2019
Q2 		$4.48M Buy
+26,050
New +$4.09M 0.39% 73

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's IEX Position: Q4 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of IDEX (IEX) in Q4 2020, closing a stake of 6,199 shares — an estimated $1.13M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IEX in Q2 2019 and held it in 6 quarters. The position peaked at $5M in Q4 2019. 547 funds tracked by Wall St. Rank hold IEX as of Q4 2020.

  • Kiwi Wealth Investments Limited Partnership reported no remaining IDEX position as of Q4 2020 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 6,199 IDEX shares in Q4 2020, an estimated $1.13M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in IDEX in Q2 2019 and held it in 6 quarters.
  • Kiwi Wealth Investments Limited Partnership's IDEX position peaked at $5M in Q4 2019.
  • 547 funds tracked by Wall St. Rank held IDEX as of Q4 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2020, filed 17 Feb 2021.