Parametrica Management’s IDEX IEX Stock Holding History

Parametrica 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
2020 Q2	–	Sell	-1,508	Closed	-$208K	–	199
2020 Q1	$208K	Buy	+1,508	New	+$237K	0.21%	178
2018 Q4	–	Sell	-1,442	Closed	-$217K	–	292
2018 Q3	$217K	Buy	+1,442	New	+$215K	0.48%	123
2018 Q2	–	Sell	-2,723	Closed	-$388K	–	119
2018 Q1	$388K	Buy	+2,723	New	+$380K	0.48%	59
2017 Q4	–	Sell	-2,239	Closed	-$272K	–	414
2017 Q3	$272K	Buy	+2,239	New	+$261K	0.11%	221
2014 Q2	–	Sell	-2,826	Closed	-$206K	–	68
2014 Q1	$206K	Buy	+2,826	New	+$206K	1.75%	37

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parametrica Management's IEX Position: Q2 2020 in Review

Parametrica Management sold out of IDEX (IEX) in Q2 2020, closing a stake of 1,508 shares — an estimated $208K sold.

Parametrica Management first reported a position in IEX in Q1 2014 and held it in 5 quarters. The position peaked at $388K in Q1 2018. 498 funds tracked by Wall St. Rank hold IEX as of Q2 2020.

Parametrica Management reported no remaining IDEX position as of Q2 2020 after selling out during the quarter.
Parametrica Management sold 1,508 IDEX shares in Q2 2020, an estimated $208K.
Parametrica Management first reported a position in IDEX in Q1 2014 and held it in 5 quarters.
Parametrica Management's IDEX position peaked at $388K in Q1 2018.
498 funds tracked by Wall St. Rank held IDEX as of Q2 2020.

Based on Parametrica Management's 13F filing for Q2 2020, filed 17 Aug 2020.