Mariner

Mariner’s IDEX IEX Stock Holding History

Mariner’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
2026 Q1	$2.02M	Sell	10,661 -7,421	-41%	-$1.46M	﹤0.01%	1516
2025 Q4	$3.22M	Buy	18,082 +5,212	+40%	+$891K	﹤0.01%	1227
2025 Q3	$2.09M	Buy	12,870 +4,892	+61%	+$826K	﹤0.01%	1401
2025 Q2	$1.4M	Buy	7,978 +293	+4%	+$51.9K	﹤0.01%	1566
2025 Q1	$1.39M	Sell	7,685 -1,442	-16%	-$287K	﹤0.01%	1456
2024 Q4	$1.91M	Buy	9,127 +612	+7%	+$134K	﹤0.01%	1244
2024 Q3	$1.83M	Sell	8,515 -515	-6%	-$104K	﹤0.01%	1237
2024 Q2	$1.82M	Buy	9,030 +519	+6%	+$113K	﹤0.01%	1159
2024 Q1	$2.08M	Buy	8,511 +734	+9%	+$166K	﹤0.01%	1092
2023 Q4	$1.69M	Sell	7,777 -199	-2%	-$40.1K	﹤0.01%	1138
2023 Q3	$1.66M	Buy	7,976 +1,054	+15%	+$229K	﹤0.01%	1058
2023 Q2	$1.49M	Buy	6,922 +597	+9%	+$126K	﹤0.01%	1096
2023 Q1	$1.46M	Sell	6,325 -27	-0.4%	-$6.13K	﹤0.01%	1098
2022 Q4	$1.45M	Buy	6,352 +488	+8%	+$109K	﹤0.01%	1066
2022 Q3	$1.17M	Buy	+5,864	New	+$1.19M	﹤0.01%	983

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

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

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

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nordea Investment Management

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

Wellington Management Group

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