NICM
IEX icon

Neo Ivy Capital Management’s IDEX IEX Stock Holding History

Neo Ivy 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
Q3 		– Sell
-2,358
Closed -$508K – 382
2023
Q2 		$508K Buy
+2,358
New +$496K 0.27% 121
2021
Q4 		– Sell
-646
Closed -$102K – 520
2021
Q3 		$102K Buy
+646
New +$143K 0.12% 243
2020
Q3 		– Sell
-646
Closed -$102K – 533
2020
Q2 		$102K Buy
+646
New +$98.7K 0.12% 243

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neo Ivy Capital Management's IEX Position: Q3 2023 in Review

Neo Ivy Capital Management sold out of IDEX (IEX) in Q3 2023, closing a stake of 2,358 shares — an estimated $508K sold.

Neo Ivy Capital Management first reported a position in IEX in Q2 2020 and held it in 3 quarters. The position peaked at $508K in Q2 2023. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Neo Ivy Capital Management reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • Neo Ivy Capital Management sold 2,358 IDEX shares in Q3 2023, an estimated $508K.
  • Neo Ivy Capital Management first reported a position in IDEX in Q2 2020 and held it in 3 quarters.
  • Neo Ivy Capital Management's IDEX position peaked at $508K in Q2 2023.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Neo Ivy Capital Management's 13F filing for Q3 2023, filed 30 Nov 2023.