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Montrusco Bolton Investments’s IDEX IEX Stock Holding History

Montrusco Bolton Investments’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
-33,748
Closed -$5.39M – 60
2020
Q2 		$5.39M Sell
33,748
-67,739
-67% -$10.4M 0.31% 55
2020
Q1 		$13.3M Sell
101,487
-20,432
-17% -$3.21M 1.05% 31
2019
Q4 		$20.2M Sell
121,919
-5,351
-4% -$866K 1.16% 36
2019
Q3 		$19.2M Buy
127,270
+64,620
+103% +$10.7M 1.13% 31
2019
Q2 		$10.4M Buy
+62,650
New +$9.84M 0.68% 43

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 $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 $3.37T AUM 44.26% 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

Montrusco Bolton Investments's IEX Position: Q3 2020 in Review

Montrusco Bolton Investments sold out of IDEX (IEX) in Q3 2020, closing a stake of 33,748 shares — an estimated $5.39M sold.

Montrusco Bolton Investments first reported a position in IEX in Q2 2019 and held it in 5 quarters. The position peaked at $20.2M in Q4 2019. 498 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

  • Montrusco Bolton Investments reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
  • Montrusco Bolton Investments sold 33,748 IDEX shares in Q3 2020, an estimated $5.39M.
  • Montrusco Bolton Investments first reported a position in IDEX in Q2 2019 and held it in 5 quarters.
  • Montrusco Bolton Investments's IDEX position peaked at $20.2M in Q4 2019.
  • 498 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Montrusco Bolton Investments's 13F filing for Q3 2020, filed 9 Nov 2020.