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Kula Investments’s IDEX IEX Stock Holding History

Kula Investments’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
Q1 		$265K Buy
+1,146
New +$260K 0.07% 493

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Kula Investments's IEX Position: Q1 2023 in Review

Kula Investments opened a new position in IDEX (IEX) in Q1 2023: 1,146 shares worth $265K. The stake represents 0.07% of the portfolio and ranks #493 among its holdings.

613 funds tracked by Wall St. Rank hold IEX as of Q1 2023.

  • Kula Investments held 1,146 shares of IDEX worth $265K as of Q1 2023.
  • IDEX was a new Kula Investments position in Q1 2023.
  • IDEX made up 0.07% of Kula Investments's portfolio in Q1 2023, its #493 holding.
  • 613 funds tracked by Wall St. Rank held IDEX as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.