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Lombard Odier Asset Management (Switzerland)’s IDEX IEX Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
Q2 		– Sell
-3,889
Closed -$949K – 277
2024
Q1 		$949K Buy
+3,889
New +$878K 0.07% 232
2019
Q4 		– Sell
-1,615
Closed -$265K – 384
2019
Q3 		$265K Buy
1,615
+290
+22% +$48.1K 0.03% 315
2019
Q2 		$228K Hold
1,325
– – 0.02% 317
2019
Q1 		$201K Buy
+1,325
New +$187K 0.02% 356
2018
Q4 		– Sell
-1,325
Closed -$200K – 362
2018
Q3 		$200K Buy
+1,325
New +$197K 0.02% 333

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s IEX Position: Q2 2024 in Review

Lombard Odier Asset Management (Switzerland) sold out of IDEX (IEX) in Q2 2024, closing a stake of 3,889 shares — an estimated $949K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in IEX in Q3 2018 and held it in 5 quarters. The position peaked at $949K in Q1 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Lombard Odier Asset Management (Switzerland) reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 3,889 IDEX shares in Q2 2024, an estimated $949K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in IDEX in Q3 2018 and held it in 5 quarters.
  • Lombard Odier Asset Management (Switzerland)'s IDEX position peaked at $949K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2024, filed 14 Aug 2024.