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LS Investment Advisors’s IDEX IEX Stock Holding History

LS Investment Advisors’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
2021
Q2 		– Sell
-3,011
Closed -$630K – 427
2021
Q1 		$630K Sell
3,011
-3,697
-55% -$733K 0.04% 325
2020
Q4 		$1.34M Sell
6,708
-290
-4% -$55.1K 0.07% 238
2020
Q3 		$1.28M Sell
6,998
-329
-4% -$57K 0.07% 226
2020
Q2 		$1.16M Buy
7,327
+5,249
+253% +$802K 0.07% 236
2020
Q1 		$287K Sell
2,078
-891
-30% -$140K 0.02% 485
2019
Q4 		$511K Sell
2,969
-301
-9% -$48.7K 0.03% 471
2019
Q3 		$536K Sell
3,270
-2,257
-41% -$375K 0.03% 431
2019
Q2 		$951K Sell
5,527
-324
-6% -$50.9K 0.06% 284
2019
Q1 		$888K Sell
5,851
-109
-2% -$15.4K 0.06% 293
2018
Q4 		$753K Sell
5,960
-188
-3% -$25.2K 0.05% 298
2018
Q3 		$926K Sell
6,148
-551
-8% -$82.1K 0.05% 307
2018
Q2 		$914K Sell
6,699
-375
-5% -$52.4K 0.06% 304
2018
Q1 		$1.01M Sell
7,074
-511
-7% -$71.3K 0.06% 285
2017
Q4 		$1M Sell
7,585
-791
-9% -$102K 0.06% 286
2017
Q3 		$1.02M Sell
8,376
-232
-3% -$27.1K 0.06% 277
2017
Q2 		$973K Buy
8,608
+3,395
+65% +$357K 0.06% 278
2017
Q1 		$487K Sell
5,213
-114
-2% -$10.5K 0.03% 463
2016
Q4 		$480K Buy
5,327
+313
+6% +$28.3K 0.03% 421
2016
Q3 		$469K Buy
5,014
+117
+2% +$10.6K 0.03% 409
2016
Q2 		$402K Buy
4,897
+2,166
+79% +$180K 0.03% 501
2016
Q1 		$226K Buy
2,731
+109
+4% +$8.18K 0.02% 614
2015
Q4 		$201K Buy
2,622
+69
+3% +$5.29K 0.02% 637
2015
Q3 		$182K Buy
2,553
+10
+0.4% +$737 0.01% 652
2015
Q2 		$200K Buy
+2,543
New +$197K 0.01% 629

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

LS Investment Advisors's IEX Position: Q2 2021 in Review

LS Investment Advisors sold out of IDEX (IEX) in Q2 2021, closing a stake of 3,011 shares — an estimated $630K sold.

LS Investment Advisors first reported a position in IEX in Q2 2015 and held it in 24 quarters. The position peaked at $1.34M in Q4 2020. 546 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • LS Investment Advisors reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 3,011 IDEX shares in Q2 2021, an estimated $630K.
  • LS Investment Advisors first reported a position in IDEX in Q2 2015 and held it in 24 quarters.
  • LS Investment Advisors's IDEX position peaked at $1.34M in Q4 2020.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.