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Maverick Capital’s IDEX IEX Stock Holding History

Maverick Capital’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
2023
Q2 		– Sell
-1,948
Closed -$450K – 475
2023
Q1 		$450K Buy
+1,948
New +$442K 0.01% 307
2021
Q3 		– Sell
-2,172
Closed -$478K – 711
2021
Q2 		$478K Buy
+2,172
New +$480K ﹤0.01% 393
2021
Q1 		– Sell
-3,888
Closed -$774K – 787
2020
Q4 		$774K Buy
3,888
+975
+33% +$185K 0.01% 276
2020
Q3 		$531K Buy
+2,913
New +$504K 0.01% 412
2020
Q2 		– Sell
-9,907
Closed -$1.37M – 620
2020
Q1 		$1.37M Sell
9,907
-2,693
-21% -$423K 0.03% 244
2019
Q4 		$2.17M Buy
12,600
+6,430
+104% +$1.04M 0.03% 252
2019
Q3 		$1.01M Buy
+6,170
New +$1.02M 0.01% 280

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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