Olympiad Research’s IDEX IEX Stock Holding History

Olympiad Research’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	-1,013	Closed	-$212K	–	299
2024 Q4	$212K	Buy	+1,013	New	+$222K	0.22%	176
2024 Q1	–	Sell	-1,447	Closed	-$314K	–	417
2023 Q4	$314K	Buy	+1,447	New	+$292K	0.25%	149
2023 Q3	–	Sell	-1,474	Closed	-$317K	–	357
2023 Q2	$317K	Buy	+1,474	New	+$310K	0.31%	109
2020 Q2	–	Sell	-3,958	Closed	-$547K	–	342
2020 Q1	$547K	Buy	3,958 +1,897	+92%	+$298K	0.55%	36
2019 Q4	$354K	Buy	+2,061	New	+$334K	0.27%	63

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Olympiad Research's IEX Position: Q1 2025 in Review

Olympiad Research sold out of IDEX (IEX) in Q1 2025, closing a stake of 1,013 shares — an estimated $212K sold.

Olympiad Research first reported a position in IEX in Q4 2019 and held it in 5 quarters. The position peaked at $547K in Q1 2020. 640 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Olympiad Research reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Olympiad Research sold 1,013 IDEX shares in Q1 2025, an estimated $212K.
Olympiad Research first reported a position in IDEX in Q4 2019 and held it in 5 quarters.
Olympiad Research's IDEX position peaked at $547K in Q1 2020.
640 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Olympiad Research's 13F filing for Q1 2025, filed 13 May 2025.