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Meag Munich Ergo’s IDEX IEX Stock Holding History

Meag Munich Ergo’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
Q3 		– Sell
-2,095
Closed -$461K – 269
2021
Q2 		$461K Sell
2,095
-71
-3% -$15.7K 0.04% 269
2021
Q1 		$453K Buy
+2,166
New +$429K 0.05% 262
2020
Q1 		– Sell
-1,168
Closed -$201K – 352
2019
Q4 		$201K Buy
+1,168
New +$189K 0.02% 408

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
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

Meag Munich Ergo's IEX Position: Q3 2021 in Review

Meag Munich Ergo sold out of IDEX (IEX) in Q3 2021, closing a stake of 2,095 shares — an estimated $461K sold.

Meag Munich Ergo first reported a position in IEX in Q4 2019 and held it in 3 quarters. The position peaked at $461K in Q2 2021. 545 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

  • Meag Munich Ergo reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
  • Meag Munich Ergo sold 2,095 IDEX shares in Q3 2021, an estimated $461K.
  • Meag Munich Ergo first reported a position in IDEX in Q4 2019 and held it in 3 quarters.
  • Meag Munich Ergo's IDEX position peaked at $461K in Q2 2021.
  • 545 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Meag Munich Ergo's 13F filing for Q3 2021, filed 13 Oct 2021.