Oarsman Capital’s IDEX IEX Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-895	Closed	-$187K	–	526
2024 Q4	$187K	Sell	895 -34	-4%	-$7.44K	0.03%	241
2024 Q3	$199K	Sell	929 -981	-51%	-$198K	0.04%	237
2024 Q2	$384K	Sell	1,910 -35	-2%	-$7.65K	0.08%	147
2024 Q1	$475K	Buy	1,945 +33	+2%	+$7.45K	0.11%	129
2023 Q4	$415K	Buy	1,912 +445	+30%	+$89.8K	0.11%	140
2023 Q3	$305K	Buy	1,467 +376	+34%	+$81.6K	0.13%	134
2023 Q2	$235K	Sell	1,091 -41	-4%	-$8.62K	0.1%	155
2023 Q1	$262K	Buy	+1,132	New	+$257K	0.12%	146

Other funds holding IEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oarsman Capital's IEX Position: Q1 2025 in Review

Oarsman Capital sold out of IDEX (IEX) in Q1 2025, closing a stake of 895 shares — an estimated $187K sold.

Oarsman Capital first reported a position in IEX in Q1 2023 and held it in 8 quarters. The position peaked at $475K in Q1 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Oarsman Capital reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 895 IDEX shares in Q1 2025, an estimated $187K.
Oarsman Capital first reported a position in IDEX in Q1 2023 and held it in 8 quarters.
Oarsman Capital's IDEX position peaked at $475K in Q1 2024.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.