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Morgan Dempsey Capital Management’s IDEX IEX Stock Holding History

Morgan Dempsey Capital 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
2023
Q2 		– Sell
-13
Closed -$3K – 127
2023
Q1 		$3K Hold
13
– – ﹤0.01% 122
2022
Q4 		$2.97K Hold
13
– – ﹤0.01% 152
2022
Q3 		$3K Buy
+13
New +$2.63K ﹤0.01% 156

Other funds holding IEX

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

Morgan Dempsey Capital Management's IEX Position: Q2 2023 in Review

Morgan Dempsey Capital Management sold out of IDEX (IEX) in Q2 2023, closing a stake of 13 shares — an estimated $3K sold.

Morgan Dempsey Capital Management first reported a position in IEX in Q3 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Morgan Dempsey Capital Management reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 13 IDEX shares in Q2 2023, an estimated $3K.
  • Morgan Dempsey Capital Management first reported a position in IDEX in Q3 2022 and held it in 3 quarters.
  • Morgan Dempsey Capital Management's IDEX position peaked at $3K in Q1 2023.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2023, filed 25 Jul 2023.