Laurie J. Hall Trustee’s IDEX IEX Stock Holding History

Laurie J. Hall Trustee’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	–	Sell	-22	Closed	-$5K	–	268
2023 Q2	$5K	Sell	22 -23	-51%	-$4.83K	﹤0.01%	245
2023 Q1	$10K	Buy	+45	New	+$10.2K	﹤0.01%	229

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Laurie J. Hall Trustee's IEX Position: Q3 2023 in Review

Laurie J. Hall Trustee sold out of IDEX (IEX) in Q3 2023, closing a stake of 22 shares — an estimated $5K sold.

Laurie J. Hall Trustee first reported a position in IEX in Q1 2023 and held it in 2 quarters. The position peaked at $10K in Q1 2023. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

Laurie J. Hall Trustee reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 22 IDEX shares in Q3 2023, an estimated $5K.
Laurie J. Hall Trustee first reported a position in IDEX in Q1 2023 and held it in 2 quarters.
Laurie J. Hall Trustee's IDEX position peaked at $10K in Q1 2023.
617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2023, filed 12 Oct 2023.