Nilsine Partners’s IDEX IEX Stock Holding History

Nilsine Partners’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 Q4	–	Sell	-1,572	Closed	-$327K	–	343
2023 Q3	$327K	Buy	1,572 +2	+0.1%	+$434	0.05%	269
2023 Q2	$338K	Hold	1,570	–	–	0.05%	281
2023 Q1	$363K	Buy	+1,570	New	+$356K	0.06%	271

Other funds holding IEX

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Nilsine Partners's IEX Position: Q4 2023 in Review

Nilsine Partners sold out of IDEX (IEX) in Q4 2023, closing a stake of 1,572 shares — an estimated $327K sold.

Nilsine Partners first reported a position in IEX in Q1 2023 and held it in 3 quarters. The position peaked at $363K in Q1 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

Nilsine Partners reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
Nilsine Partners sold 1,572 IDEX shares in Q4 2023, an estimated $327K.
Nilsine Partners first reported a position in IDEX in Q1 2023 and held it in 3 quarters.
Nilsine Partners's IDEX position peaked at $363K in Q1 2023.
618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Nilsine Partners's 13F filing for Q4 2023, filed 24 Jan 2024.