PDT Partners’s IDEX IEX Stock Holding History

PDT Partners’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 Q3	–	Sell	-1,806	Closed	-$285K	–	785
2020 Q2	$285K	Sell	1,806 -7,801	-81%	-$1.19M	0.02%	531
2020 Q1	$1.33M	Buy	+9,607	New	+$1.51M	0.11%	196
2014 Q4	–	Sell	-16,289	Closed	-$1.18M	–	848
2014 Q3	$1.18M	Buy	+16,289	New	+$1.26M	0.03%	578
2014 Q2	–	Sell	-28,034	Closed	-$2.04M	–	1500
2014 Q1	$2.04M	Buy	+28,034	New	+$2.04M	0.05%	455
2013 Q3	–	Sell	-20,366	Closed	-$1.1M	–	1601
2013 Q2	$1.1M	Buy	+20,366	New	+$1.09M	0.03%	782

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

ACM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PDT Partners's IEX Position: Q3 2020 in Review

PDT Partners sold out of IDEX (IEX) in Q3 2020, closing a stake of 1,806 shares — an estimated $285K sold.

PDT Partners first reported a position in IEX in Q2 2013 and held it in 5 quarters. The position peaked at $2.04M in Q1 2014. 499 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

PDT Partners reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
PDT Partners sold 1,806 IDEX shares in Q3 2020, an estimated $285K.
PDT Partners first reported a position in IDEX in Q2 2013 and held it in 5 quarters.
PDT Partners's IDEX position peaked at $2.04M in Q1 2014.
499 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on PDT Partners's 13F filing for Q3 2020, filed 16 Nov 2020.