Livforsakringsbolaget Skandia’s IDEX IEX Stock Holding History

Livforsakringsbolaget Skandia’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
2024 Q4	–	Sell	-200	Closed	-$42.9K	–	579
2024 Q3	$42.9K	Buy	200 +100	+100%	+$20.2K	﹤0.01%	573
2024 Q2	$20.1K	Hold	100	–	–	﹤0.01%	491
2024 Q1	$24.4K	Hold	100	–	–	﹤0.01%	482
2023 Q4	$21.7K	Hold	100	–	–	﹤0.01%	488
2023 Q3	$20.8K	Hold	100	–	–	﹤0.01%	460
2023 Q2	$21.5K	Hold	100	–	–	﹤0.01%	460
2023 Q1	$23.1K	Hold	100	–	–	﹤0.01%	454
2022 Q4	$22.8K	Buy	+100	New	+$22.3K	﹤0.01%	453
2021 Q2	–	Sell	-700	Closed	-$147K	–	672
2021 Q1	$147K	Hold	700	–	–	0.01%	520
2020 Q4	$139K	Hold	700	–	–	0.01%	523
2020 Q3	$128K	Hold	700	–	–	0.01%	484
2020 Q2	$111K	Hold	700	–	–	0.01%	505
2020 Q1	$97K	Hold	700	–	–	0.01%	487
2019 Q4	$120K	Hold	700	–	–	0.01%	468
2019 Q3	$115K	Hold	700	–	–	0.01%	500
2019 Q2	$120K	Hold	700	–	–	0.01%	477
2019 Q1	$106K	Hold	700	–	–	0.01%	480
2018 Q4	$88K	Hold	700	–	–	0.01%	491
2018 Q3	$105K	Sell	700 -500	-42%	-$74.5K	0.01%	536
2018 Q2	$164K	Hold	1,200	–	–	0.01%	567
2018 Q1	$171K	Hold	1,200	–	–	0.02%	543
2017 Q4	$158K	Sell	1,200 -400	-25%	-$51.5K	0.02%	549
2017 Q3	$194K	Hold	1,600	–	–	0.02%	534
2017 Q2	$181K	Buy	+1,600	New	+$168K	0.02%	550

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Livforsakringsbolaget Skandia's IEX Position: Q4 2024 in Review

Livforsakringsbolaget Skandia sold out of IDEX (IEX) in Q4 2024, closing a stake of 200 shares — an estimated $42.9K sold.

Livforsakringsbolaget Skandia first reported a position in IEX in Q2 2017 and held it in 24 quarters. The position peaked at $194K in Q3 2017. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

Livforsakringsbolaget Skandia reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
Livforsakringsbolaget Skandia sold 200 IDEX shares in Q4 2024, an estimated $42.9K.
Livforsakringsbolaget Skandia first reported a position in IDEX in Q2 2017 and held it in 24 quarters.
Livforsakringsbolaget Skandia's IDEX position peaked at $194K in Q3 2017.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Livforsakringsbolaget Skandia's 13F filing for Q4 2024, filed 28 Jan 2025.