Occudo Quantitative Strategies’s IDEX IEX Stock Holding History

Occudo Quantitative Strategies’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 Q4	–	Sell	-14,785	Closed	-$2.41M	–	799
2025 Q3	$2.41M	Buy	14,785 +12,139	+459%	+$2.05M	0.29%	88
2025 Q2	$465K	Buy	+2,646	New	+$469K	0.05%	362
2024 Q3	–	Sell	-4,063	Closed	-$817K	–	851
2024 Q2	$817K	Buy	+4,063	New	+$888K	0.15%	198
2023 Q4	–	Sell	-2,400	Closed	-$499K	–	967
2023 Q3	$499K	Sell	2,400 -7,420	-76%	-$1.61M	0.06%	493
2023 Q2	$2.11M	Buy	+9,820	New	+$2.06M	0.22%	130
2022 Q3	–	Sell	-8,008	Closed	-$1.45M	–	1297
2022 Q2	$1.45M	Buy	8,008 +118	+1%	+$22.2K	0.12%	263
2022 Q1	$1.51M	Buy	7,890 +2,416	+44%	+$490K	0.13%	255
2021 Q4	$1.29M	Buy	5,474 +2,259	+70%	+$513K	0.11%	272
2021 Q3	$665K	Sell	3,215 -2,739	-46%	-$608K	0.08%	430
2021 Q2	$1.31M	Buy	5,954 +517	+10%	+$114K	0.2%	143
2021 Q1	$1.14M	Buy	+5,437	New	+$1.08M	0.25%	102

Other funds holding IEX

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

Wellington Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Impax Asset Management Group

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