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Lee Ainslie’s IDEX IEX Stock Holding History

Lee Ainslie’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
Q2 		– Sell
-1,948
Closed -$450K – 475
2023
Q1 		$450K Buy
+1,948
New +$442K 0.01% 307
2021
Q3 		– Sell
-2,172
Closed -$478K – 711
2021
Q2 		$478K Buy
+2,172
New +$480K ﹤0.01% 393
2021
Q1 		– Sell
-3,888
Closed -$774K – 787
2020
Q4 		$774K Buy
3,888
+975
+33% +$185K 0.01% 276
2020
Q3 		$531K Buy
+2,913
New +$504K 0.01% 412
2020
Q2 		– Sell
-9,907
Closed -$1.37M – 620
2020
Q1 		$1.37M Sell
9,907
-2,693
-21% -$423K 0.03% 244
2019
Q4 		$2.17M Buy
12,600
+6,430
+104% +$1.04M 0.03% 252
2019
Q3 		$1.01M Buy
+6,170
New +$1.02M 0.01% 280

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Lee Ainslie's IEX Position: Q2 2023 in Review

Lee Ainslie sold out of IDEX (IEX) in Q2 2023, closing a stake of 1,948 shares — an estimated $450K sold.

Lee Ainslie first reported a position in IEX in Q3 2019 and held it in 7 quarters. The position peaked at $2.17M in Q4 2019. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Lee Ainslie reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Lee Ainslie sold 1,948 IDEX shares in Q2 2023, an estimated $450K.
  • Lee Ainslie first reported a position in IDEX in Q3 2019 and held it in 7 quarters.
  • Lee Ainslie's IDEX position peaked at $2.17M in Q4 2019.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Maverick Capital's 13F filing for Q2 2023, filed 14 Aug 2023.