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Mackay Shields LLC’s IDEX IEX Stock Holding History

Mackay Shields LLC’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
2022
Q2 		– Sell
-11,008
Closed -$2.11M – 465
2022
Q1 		$2.11M Sell
11,008
-431
-4% -$87.4K 0.02% 553
2021
Q4 		$2.7M Sell
11,439
-240
-2% -$54.5K 0.02% 510
2021
Q3 		$2.42M Sell
11,679
-335
-3% -$74.4K 0.02% 506
2021
Q2 		$2.64M Sell
12,014
-671
-5% -$148K 0.02% 493
2021
Q1 		$2.65M Sell
12,685
-77
-0.6% -$15.3K 0.02% 653
2020
Q4 		$2.54M Sell
12,762
-71
-0.6% -$13.5K 0.02% 749
2020
Q3 		$2.34M Buy
12,833
+717
+6% +$124K 0.02% 721
2020
Q2 		$1.92M Buy
12,116
+416
+4% +$63.6K 0.02% 777
2020
Q1 		$1.62M Sell
11,700
-57
-0.5% -$8.94K 0.01% 761
2019
Q4 		$2.02M Sell
11,757
-827
-7% -$134K 0.01% 868
2019
Q3 		$2.06M Buy
+12,584
New +$2.09M 0.01% 888

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return