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Kornitzer Capital Management’s IDEX IEX Stock Holding History

Kornitzer Capital 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
2020
Q1 		– Sell
-54,018
Closed -$9.29M – 514
2019
Q4 		$9.29M Sell
54,018
-61,191
-53% -$9.9M 0.16% 182
2019
Q3 		$18.9M Sell
115,209
-26,813
-19% -$4.45M 0.34% 100
2019
Q2 		$24.4M Buy
142,022
+53,602
+61% +$8.42M 0.43% 87
2019
Q1 		$13.4M Buy
+88,420
New +$12.5M 0.24% 136

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kornitzer Capital Management's IEX Position: Q1 2020 in Review

Kornitzer Capital Management sold out of IDEX (IEX) in Q1 2020, closing a stake of 54,018 shares — an estimated $9.29M sold.

Kornitzer Capital Management first reported a position in IEX in Q1 2019 and held it in 4 quarters. The position peaked at $24.4M in Q2 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

  • Kornitzer Capital Management reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
  • Kornitzer Capital Management sold 54,018 IDEX shares in Q1 2020, an estimated $9.29M.
  • Kornitzer Capital Management first reported a position in IDEX in Q1 2019 and held it in 4 quarters.
  • Kornitzer Capital Management's IDEX position peaked at $24.4M in Q2 2019.
  • 493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Kornitzer Capital Management's 13F filing for Q1 2020, filed 30 Apr 2020.