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

Lombard Odier Asset Management (USA)’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 Q4	–	Sell	-1,883	Closed	-$306K	–	326
2025 Q3	$306K	Buy	+1,883	New	+$318K	0.02%	355
2020 Q2	–	Sell	-29,000	Closed	-$4M	–	272
2020 Q1	$4M	Buy	+29,000	New	+$4.55M	0.42%	64
2016 Q4	–	Sell	-22,219	Closed	-$2.08M	–	209
2016 Q3	$2.08M	Sell	22,219 -6,681	-23%	-$603K	0.19%	143
2016 Q2	$2.37M	Buy	+28,900	New	+$2.4M	0.29%	96

Other funds holding IEX

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Lombard Odier Asset Management (USA)'s IEX Position: Q4 2025 in Review

Lombard Odier Asset Management (USA) sold out of IDEX (IEX) in Q4 2025, closing a stake of 1,883 shares — an estimated $306K sold.

Lombard Odier Asset Management (USA) first reported a position in IEX in Q2 2016 and held it in 4 quarters. The position peaked at $4M in Q1 2020. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Lombard Odier Asset Management (USA) reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 1,883 IDEX shares in Q4 2025, an estimated $306K.
Lombard Odier Asset Management (USA) first reported a position in IDEX in Q2 2016 and held it in 4 quarters.
Lombard Odier Asset Management (USA)'s IDEX position peaked at $4M in Q1 2020.
628 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2025, filed 17 Feb 2026.