LGT Fund Management’s IDEX IEX Stock Holding History

LGT Fund 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
2025 Q1	–	Sell	-1,050	Closed	-$220K	–	249
2024 Q4	$220K	Hold	1,050	–	–	0.02%	242
2024 Q3	$222K	Buy	+1,050	New	+$212K	0.02%	205

Other funds holding IEX

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

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

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LGT Fund Management's IEX Position: Q1 2025 in Review

LGT Fund Management sold out of IDEX (IEX) in Q1 2025, closing a stake of 1,050 shares — an estimated $220K sold.

LGT Fund Management first reported a position in IEX in Q3 2024 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

LGT Fund Management reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
LGT Fund Management sold 1,050 IDEX shares in Q1 2025, an estimated $220K.
LGT Fund Management first reported a position in IDEX in Q3 2024 and held it in 2 quarters.
LGT Fund Management's IDEX position peaked at $222K in Q3 2024.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on LGT Fund Management's 13F filing for Q1 2025, filed 13 May 2025.