Lourd Capital’s IDEX IEX Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-2,242	Closed	-$283K	–	201
2018 Q4	$283K	Buy	2,242 +22	+1%	+$2.94K	0.02%	206
2018 Q3	$334K	Buy	+2,220	New	+$331K	0.02%	194
2018 Q1	–	Sell	-2,259	Closed	-$298K	–	207
2017 Q4	$298K	Buy	+2,259	New	+$291K	0.02%	240

Other funds holding IEX

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lourd Capital's IEX Position: Q1 2019 in Review

Lourd Capital sold out of IDEX (IEX) in Q1 2019, closing a stake of 2,242 shares — an estimated $283K sold.

Lourd Capital first reported a position in IEX in Q4 2017 and held it in 3 quarters. The position peaked at $334K in Q3 2018. 426 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

Lourd Capital reported no remaining IDEX position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 2,242 IDEX shares in Q1 2019, an estimated $283K.
Lourd Capital first reported a position in IDEX in Q4 2017 and held it in 3 quarters.
Lourd Capital's IDEX position peaked at $334K in Q3 2018.
426 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.