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Principal Street Partners’s IDEX IEX Stock Holding History

Principal Street 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
Q1 		– Sell
-4,900
Closed -$843K – 161
2019
Q4 		$843K Buy
4,900
+2,015
+70% +$326K 0.19% 99
2019
Q3 		$473K Buy
+2,885
New +$479K 0.12% 118

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Street Partners's IEX Position: Q1 2020 in Review

Principal Street Partners sold out of IDEX (IEX) in Q1 2020, closing a stake of 4,900 shares — an estimated $843K sold.

Principal Street Partners first reported a position in IEX in Q3 2019 and held it in 2 quarters. The position peaked at $843K in Q4 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

  • Principal Street Partners reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
  • Principal Street Partners sold 4,900 IDEX shares in Q1 2020, an estimated $843K.
  • Principal Street Partners first reported a position in IDEX in Q3 2019 and held it in 2 quarters.
  • Principal Street Partners's IDEX position peaked at $843K in Q4 2019.
  • 493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Principal Street Partners's 13F filing for Q1 2020, filed 14 May 2020.