PAM
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Princeton Alpha Management’s IDEX IEX Stock Holding History

Princeton Alpha Management’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
2017
Q1 		– Sell
-6,545
Closed -$589K – 640
2016
Q4 		$589K Buy
+6,545
New +$592K 0.12% 273
2016
Q2 		– Sell
-17,364
Closed -$1.44M – 852
2016
Q1 		$1.44M Buy
17,364
+13,885
+399% +$1.04M 0.23% 124
2015
Q4 		$267K Buy
+3,479
New +$267K 0.05% 531
2015
Q1 		– Sell
-2,615
Closed -$204K – 785
2014
Q4 		$204K Sell
2,615
-2,000
-43% -$149K 0.06% 575
2014
Q3 		$334K Buy
+4,615
New +$356K 0.08% 383
2014
Q2 		– Sell
-12,807
Closed -$934K – 764
2014
Q1 		$934K Buy
+12,807
New +$932K 0.29% 73

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return