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Liberty Mutual Group Asset Management’s IDEX IEX Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-15,277
Closed -$2.3M – 386
2018
Q3 		$2.3M Hold
15,277
– – 0.05% 135
2018
Q2 		$2.08M Buy
15,277
+230
+2% +$32.1K 0.05% 143
2018
Q1 		$2.14M Sell
15,047
-4,354
-22% -$608K 0.07% 136
2017
Q4 		$2.56M Sell
19,401
-4,947
-20% -$637K 0.07% 119
2017
Q3 		$2.96M Sell
24,348
-4,987
-17% -$582K 0.16% 101
2017
Q2 		$3.32M Sell
29,335
-4,793
-14% -$504K 0.13% 142
2017
Q1 		$3.19M Buy
34,128
+957
+3% +$87.9K 0.12% 164
2016
Q4 		$2.99M Buy
33,171
+757
+2% +$68.5K 0.11% 196
2016
Q3 		$3.03M Sell
32,414
-547
-2% -$49.4K 0.11% 184
2016
Q2 		$2.71M Buy
32,961
+2,613
+9% +$217K 0.1% 200
2016
Q1 		$2.52M Sell
30,348
-19,542
-39% -$1.47M 0.1% 202
2015
Q4 		$3.82M Buy
49,890
+16,928
+51% +$1.3M 0.15% 153
2015
Q3 		$2.35M Buy
32,962
+273
+0.8% +$20.1K 0.09% 259
2015
Q2 		$2.57M Buy
32,689
+6,151
+23% +$476K 0.09% 259
2015
Q1 		$2.01M Buy
26,538
+764
+3% +$57.5K 0.06% 572
2014
Q4 		$2.01M Sell
25,774
-258
-1% -$19.2K 0.06% 540
2014
Q3 		$1.88M Buy
26,032
+223
+0.9% +$17.2K 0.06% 505
2014
Q2 		$2.08M Buy
25,809
+221
+0.9% +$16.7K 0.07% 437
2014
Q1 		$1.86M Buy
25,588
+7,993
+45% +$582K 0.06% 501
2013
Q4 		$1.3M Sell
17,595
-7,909
-31% -$550K 0.05% 657
2013
Q3 		$1.66M Sell
25,504
-8,396
-25% -$507K 0.06% 360
2013
Q2 		$1.82M Buy
+33,900
New +$1.81M 0.07% 347

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Liberty Mutual Group Asset Management's IEX Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of IDEX (IEX) in Q4 2018, closing a stake of 15,277 shares — an estimated $2.3M sold.

Liberty Mutual Group Asset Management first reported a position in IEX in Q2 2013 and held it in 22 quarters. The position peaked at $3.82M in Q4 2015. 421 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining IDEX position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 15,277 IDEX shares in Q4 2018, an estimated $2.3M.
  • Liberty Mutual Group Asset Management first reported a position in IDEX in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's IDEX position peaked at $3.82M in Q4 2015.
  • 421 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.