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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

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T. Rowe Price Associates
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Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return