Oxford Asset Management’s IDEX IEX Stock Holding History

Oxford Asset Management’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 Q3	–	Sell	-1,152	Closed	-$202K	–	590
2025 Q2	$202K	Buy	+1,152	New	+$204K	0.07%	427
2019 Q4	–	Sell	-8,305	Closed	-$1.36M	–	1891
2019 Q3	$1.36M	Sell	8,305 -11,282	-58%	-$1.87M	0.03%	767
2019 Q2	$3.37M	Buy	19,587 +4,076	+26%	+$640K	0.07%	406
2019 Q1	$2.35M	Buy	15,511 +7,466	+93%	+$1.06M	0.05%	501
2018 Q4	$1.02M	Sell	8,045 -6,947	-46%	-$930K	0.03%	859
2018 Q3	$2.26M	Sell	14,992 -5,479	-27%	-$816K	0.05%	596
2018 Q2	$2.77M	Buy	20,471 +6,019	+42%	+$841K	0.05%	459
2018 Q1	$2.06M	Buy	+14,452	New	+$2.02M	0.04%	556

Other funds holding IEX

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Oxford Asset Management's IEX Position: Q3 2025 in Review

Oxford Asset Management sold out of IDEX (IEX) in Q3 2025, closing a stake of 1,152 shares — an estimated $202K sold.

Oxford Asset Management first reported a position in IEX in Q1 2018 and held it in 8 quarters. The position peaked at $3.37M in Q2 2019. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Oxford Asset Management reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Oxford Asset Management sold 1,152 IDEX shares in Q3 2025, an estimated $202K.
Oxford Asset Management first reported a position in IDEX in Q1 2018 and held it in 8 quarters.
Oxford Asset Management's IDEX position peaked at $3.37M in Q2 2019.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Oxford Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.