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Putnam Investments’s IDEX IEX Stock Holding History

Putnam Investments’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
-59,856
Closed -$10.3M – 869
2019
Q4 		$10.3M Sell
59,856
-488
-0.8% -$79K 0.02% 360
2019
Q3 		$9.89M Buy
+60,344
New +$10M 0.02% 364
2016
Q3 		– Sell
-47,618
Closed -$3.91M – 1299
2016
Q2 		$3.91M Buy
47,618
+964
+2% +$80.2K 0.01% 737
2016
Q1 		$3.87M Sell
46,654
-57,199
-55% -$4.29M 0.01% 745
2015
Q4 		$7.96M Buy
103,853
+5,567
+6% +$427K 0.02% 519
2015
Q3 		$7.01M Buy
98,286
+2,532
+3% +$187K 0.02% 552
2015
Q2 		$7.52M Buy
95,754
+8,283
+9% +$641K 0.02% 569
2015
Q1 		$6.63M Sell
87,471
-149
-0.2% -$11.2K 0.01% 678
2014
Q4 		$6.82M Buy
87,620
+1,492
+2% +$111K 0.01% 658
2014
Q3 		$6.23M Sell
86,128
-1,983
-2% -$153K 0.01% 681
2014
Q2 		$7.11M Buy
88,111
+22,502
+34% +$1.7M 0.02% 620
2014
Q1 		$4.78M Buy
65,609
+1,666
+3% +$121K 0.01% 776
2013
Q4 		$4.72M Buy
+63,943
New +$4.44M 0.01% 774

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

Putnam Investments's IEX Position: Q1 2020 in Review

Putnam Investments sold out of IDEX (IEX) in Q1 2020, closing a stake of 59,856 shares — an estimated $10.3M sold.

Putnam Investments first reported a position in IEX in Q4 2013 and held it in 13 quarters. The position peaked at $10.3M in Q4 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

  • Putnam Investments reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
  • Putnam Investments sold 59,856 IDEX shares in Q1 2020, an estimated $10.3M.
  • Putnam Investments first reported a position in IDEX in Q4 2013 and held it in 13 quarters.
  • Putnam Investments's IDEX position peaked at $10.3M in Q4 2019.
  • 493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Putnam Investments's 13F filing for Q1 2020, filed 15 May 2020.