MWNA
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Marshall Wace North America’s IDEX IEX Stock Holding History

Marshall Wace North America’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
2020
Q3 		– Sell
-6,289
Closed -$994K – 1327
2020
Q2 		$994K Sell
6,289
-150,995
-96% -$23.1M 0.01% 759
2020
Q1 		$21.7M Sell
157,284
-29,889
-16% -$4.69M 0.16% 148
2019
Q4 		$32.2M Buy
187,173
+101,550
+119% +$16.4M 0.16% 161
2019
Q3 		$14M Sell
85,623
-40,092
-32% -$6.65M 0.08% 208
2019
Q2 		$21.6M Buy
+125,715
New +$19.7M 0.13% 142
2019
Q1 		– Sell
-4,551
Closed -$575K – 1709
2018
Q4 		$575K Buy
+4,551
New +$609K 0.01% 743
2017
Q2 		– Sell
-9,309
Closed -$875K – 1364
2017
Q1 		$875K Buy
+9,309
New +$855K 0.01% 726

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace North America's IEX Position: Q3 2020 in Review

Marshall Wace North America sold out of IDEX (IEX) in Q3 2020, closing a stake of 6,289 shares — an estimated $994K sold.

Marshall Wace North America first reported a position in IEX in Q1 2017 and held it in 7 quarters. The position peaked at $32.2M in Q4 2019. 497 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

  • Marshall Wace North America reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
  • Marshall Wace North America sold 6,289 IDEX shares in Q3 2020, an estimated $994K.
  • Marshall Wace North America first reported a position in IDEX in Q1 2017 and held it in 7 quarters.
  • Marshall Wace North America's IDEX position peaked at $32.2M in Q4 2019.
  • 497 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Marshall Wace North America's 13F filing for Q3 2020, filed 16 Nov 2020.