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Pendal Group’s IDEX IEX Stock Holding History

Pendal Group’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
2022
Q3 		– Sell
-6,493
Closed -$1.18M – 482
2022
Q2 		$1.18M Sell
6,493
-135
-2% -$25.4K 0.01% 263
2022
Q1 		$1.27M Buy
+6,628
New +$1.34M 0.01% 318
2019
Q3 		– Sell
-274
Closed -$47.2K – 468
2019
Q2 		$47.2K Buy
+274
New +$43K ﹤0.01% 423

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Pendal Group's IEX Position: Q3 2022 in Review

Pendal Group sold out of IDEX (IEX) in Q3 2022, closing a stake of 6,493 shares — an estimated $1.18M sold.

Pendal Group first reported a position in IEX in Q2 2019 and held it in 3 quarters. The position peaked at $1.27M in Q1 2022. 557 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • Pendal Group reported no remaining IDEX position as of Q3 2022 after selling out during the quarter.
  • Pendal Group sold 6,493 IDEX shares in Q3 2022, an estimated $1.18M.
  • Pendal Group first reported a position in IDEX in Q2 2019 and held it in 3 quarters.
  • Pendal Group's IDEX position peaked at $1.27M in Q1 2022.
  • 557 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Pendal Group's 13F filing for Q3 2022, filed 18 Oct 2022.