Pictet Asset Management (Switzerland)’s IDEX IEX Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$358M	Buy	1,662,869 +56,892	+4%	+$12M	0.42%	58
2023 Q1	$371M	Buy	1,605,977 +11,645	+0.7%	+$2.64M	0.46%	47
2022 Q4	$1.59M	Sell	1,594,332 -8,330	-0.5%	-$1.86M	﹤0.01%	955
2022 Q3	$320M	Buy	1,602,662 +192,917	+14%	+$39M	0.48%	47
2022 Q2	$256M	Sell	1,409,745 -46,139	-3%	-$8.69M	0.36%	72
2022 Q1	$279M	Buy	1,455,884 +45,187	+3%	+$9.17M	0.32%	87
2021 Q4	$333M	Sell	1,410,697 -215,915	-13%	-$49M	0.33%	78
2021 Q3	$337M	Buy	+1,626,612	New	+$361M	0.37%	67

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s IEX Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its IDEX (IEX) stake by 3.5% in Q2 2023, buying an estimated $12M and bringing the position to 1,662,869 shares worth $358M. The position accounts for 0.42% of the portfolio, ranked #58.

Pictet Asset Management (Switzerland) first reported a position in IEX in Q3 2021 and has held it in 8 quarters since. The position peaked at $371M in Q1 2023. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

Pictet Asset Management (Switzerland) held 1,662,869 shares of IDEX worth $358M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 56,892 IDEX shares in Q2 2023, an estimated $12M.
IDEX made up 0.42% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #58 holding.
Pictet Asset Management (Switzerland) first reported a position in IDEX in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s IDEX position peaked at $371M in Q1 2023.
639 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.