Montanaro Asset Management’s IDEX IEX Stock Holding History

Montanaro Asset 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
2025 Q1	–	Sell	-45,000	Closed	-$9.42M	–	49
2024 Q4	$9.42M	Sell	45,000 -9,400	-17%	-$2.06M	1.94%	22
2024 Q3	$11.7M	Buy	54,400 +2,300	+4%	+$464K	2.08%	24
2024 Q2	$10.5M	Sell	52,100 -900	-2%	-$197K	1.95%	24
2024 Q1	$12.9M	Hold	53,000	–	–	2.34%	22
2023 Q4	$11.5M	Sell	53,000 -34,000	-39%	-$6.86M	2.16%	23
2023 Q3	$18.1M	Buy	87,000 +1,500	+2%	+$325K	3.18%	11
2023 Q2	$18.4M	Buy	85,500 +5,000	+6%	+$1.05M	2.91%	16
2023 Q1	$18.6M	Sell	80,500 -29,000	-26%	-$6.58M	2.89%	18
2022 Q4	$25M	Sell	109,500 -15,000	-12%	-$3.35M	4.07%	7
2022 Q3	$24.9M	Sell	124,500 -37,500	-23%	-$7.58M	3.81%	8
2022 Q2	$29.4M	Hold	162,000	–	–	4.43%	7
2022 Q1	$31.1M	Buy	162,000 +10,000	+7%	+$2.03M	3.83%	11
2021 Q4	$35.9M	Buy	152,000 +17,500	+13%	+$3.97M	3.62%	12
2021 Q3	$27.8M	Buy	134,500 +11,250	+9%	+$2.5M	3.36%	16
2021 Q2	$27.1M	Buy	123,250 +33,750	+38%	+$7.46M	3.41%	11
2021 Q1	$18.7M	Buy	+89,500	New	+$17.7M	2.76%	16

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montanaro Asset Management's IEX Position: Q1 2025 in Review

Montanaro Asset Management sold out of IDEX (IEX) in Q1 2025, closing a stake of 45,000 shares — an estimated $9.42M sold.

Montanaro Asset Management first reported a position in IEX in Q1 2021 and held it in 16 quarters. The position peaked at $35.9M in Q4 2021. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Montanaro Asset Management reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Montanaro Asset Management sold 45,000 IDEX shares in Q1 2025, an estimated $9.42M.
Montanaro Asset Management first reported a position in IDEX in Q1 2021 and held it in 16 quarters.
Montanaro Asset Management's IDEX position peaked at $35.9M in Q4 2021.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Montanaro Asset Management's 13F filing for Q1 2025, filed 13 May 2025.