Pearl River Capital’s IDEX IEX Stock Holding History

Pearl River Capital’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
2024 Q3	–	Sell	-7,769	Closed	-$1.56M	–	176
2024 Q2	$1.56M	Buy	+7,769	New	+$1.7M	0.25%	117
2019 Q4	–	Sell	-1,344	Closed	-$220K	–	595
2019 Q3	$220K	Buy	+1,344	New	+$223K	0.63%	69
2019 Q1	–	Sell	-1,059	Closed	-$134K	–	548
2018 Q4	$134K	Buy	+1,059	New	+$142K	0.62%	1

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Pearl River Capital's IEX Position: Q3 2024 in Review

Pearl River Capital sold out of IDEX (IEX) in Q3 2024, closing a stake of 7,769 shares — an estimated $1.56M sold.

Pearl River Capital first reported a position in IEX in Q4 2018 and held it in 3 quarters. The position peaked at $1.56M in Q2 2024. 612 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

Pearl River Capital reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
Pearl River Capital sold 7,769 IDEX shares in Q3 2024, an estimated $1.56M.
Pearl River Capital first reported a position in IDEX in Q4 2018 and held it in 3 quarters.
Pearl River Capital's IDEX position peaked at $1.56M in Q2 2024.
612 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.