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MD Financial Management’s IDEX IEX Stock Holding History

MD Financial Management’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
2021
Q4 		$1.74M Buy
7,350
+70
+1% +$15.9K 0.04% 224
2021
Q3 		$1.51M Buy
7,280
+308
+4% +$68.4K 0.04% 232
2021
Q2 		$1.53M Buy
+6,972
New +$1.54M 0.04% 227

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MD Financial Management's IEX Position: Q4 2021 in Review

MD Financial Management increased its IDEX (IEX) stake by 0.96% in Q4 2021, buying an estimated $15.9K and bringing the position to 7,350 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #224.

MD Financial Management first reported a position in IEX in Q2 2021 and has held it in 3 quarters since. 589 funds tracked by Wall St. Rank hold IEX as of Q4 2021.

  • MD Financial Management held 7,350 shares of IDEX worth $1.74M as of Q4 2021.
  • MD Financial Management bought 70 IDEX shares in Q4 2021, an estimated $15.9K.
  • IDEX made up 0.04% of MD Financial Management's portfolio in Q4 2021, its #224 holding.
  • MD Financial Management first reported a position in IDEX in Q2 2021 and has held it in 3 quarters since.
  • 589 funds tracked by Wall St. Rank held IDEX as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.