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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

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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 $1.88T AUM 44.46% 1-Year Est. Return

Mackay Shields LLC's IEX Position: Q2 2022 in Review

Mackay Shields LLC sold out of IDEX (IEX) in Q2 2022, closing a stake of 11,008 shares — an estimated $2.11M sold.

Mackay Shields LLC first reported a position in IEX in Q3 2019 and held it in 11 quarters. The position peaked at $2.7M in Q4 2021. 567 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

  • Mackay Shields LLC reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
  • Mackay Shields LLC sold 11,008 IDEX shares in Q2 2022, an estimated $2.11M.
  • Mackay Shields LLC first reported a position in IDEX in Q3 2019 and held it in 11 quarters.
  • Mackay Shields LLC's IDEX position peaked at $2.7M in Q4 2021.
  • 567 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on Mackay Shields LLC's 13F filing for Q2 2022, filed 3 Aug 2022.