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New England Research & Management’s IDEX IEX Stock Holding History

New England Research & 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
2021
Q3 		– Sell
-3,375
Closed -$743K – 186
2021
Q2 		$743K Sell
3,375
-25
-0.7% -$5.53K 0.38% 94
2021
Q1 		$712K Hold
3,400
– – 0.39% 83
2020
Q4 		$677K Buy
+3,400
New +$646K 0.42% 82

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

New England Research & Management's IEX Position: Q3 2021 in Review

New England Research & Management sold out of IDEX (IEX) in Q3 2021, closing a stake of 3,375 shares — an estimated $743K sold.

New England Research & Management first reported a position in IEX in Q4 2020 and held it in 3 quarters. The position peaked at $743K in Q2 2021. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

  • New England Research & Management reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
  • New England Research & Management sold 3,375 IDEX shares in Q3 2021, an estimated $743K.
  • New England Research & Management first reported a position in IDEX in Q4 2020 and held it in 3 quarters.
  • New England Research & Management's IDEX position peaked at $743K in Q2 2021.
  • 543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on New England Research & Management's 13F filing for Q3 2021, filed 8 Oct 2021.