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Oak Thistle LLC’s IDEX IEX Stock Holding History

Oak Thistle LLC’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
2026
Q1 		$621K Buy
+3,276
New +$647K 0.06% 385
2025
Q3 		– Sell
-13,874
Closed -$2.44M – 547
2025
Q2 		$2.44M Buy
13,874
+9,613
+226% +$1.7M 0.36% 76
2025
Q1 		$771K Buy
4,261
+2,843
+200% +$566K 0.16% 234
2024
Q4 		$297K Buy
+1,418
New +$310K 0.09% 339
2024
Q3 		– Sell
-2,708
Closed -$545K – 465
2024
Q2 		$545K Buy
2,708
+260
+11% +$56.8K 0.4% 89
2024
Q1 		$597K Sell
2,448
-2,485
-50% -$561K 0.54% 37
2023
Q4 		$1.07M Buy
4,933
+2,825
+134% +$570K 0.31% 104
2023
Q3 		$439K Buy
+2,108
New +$457K 0.13% 326
2022
Q2 		– Sell
-2,440
Closed -$468K – 288
2022
Q1 		$468K Buy
2,440
+1,584
+185% +$321K 0.25% 187
2021
Q4 		$202K Buy
+856
New +$194K 0.16% 284

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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
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