Quantamental Technologies’s IDEX IEX Stock Holding History

Quantamental Technologies’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 Q3	–	Sell	-4,211	Closed	-$906K	–	436
2023 Q2	$906K	Buy	+4,211	New	+$885K	0.38%	68
2022 Q3	–	Sell	-1,844	Closed	-$335K	–	573
2022 Q2	$335K	Buy	+1,844	New	+$347K	0.15%	248
2020 Q3	–	Sell	-3,750	Closed	-$593K	–	311
2020 Q2	$593K	Buy	+3,750	New	+$573K	0.4%	86
2019 Q4	–	Sell	-489	Closed	-$80K	–	849
2019 Q3	$80K	Sell	489 -3,000	-86%	-$498K	0.03%	811
2019 Q2	$601K	Buy	+3,489	New	+$548K	0.22%	94
2019 Q1	–	Sell	-200	Closed	-$25K	–	1623
2018 Q4	$25K	Buy	+200	New	+$26.8K	0.01%	973

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Quantamental Technologies's IEX Position: Q3 2023 in Review

Quantamental Technologies sold out of IDEX (IEX) in Q3 2023, closing a stake of 4,211 shares — an estimated $906K sold.

Quantamental Technologies first reported a position in IEX in Q4 2018 and held it in 6 quarters. The position peaked at $906K in Q2 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

Quantamental Technologies reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
Quantamental Technologies sold 4,211 IDEX shares in Q3 2023, an estimated $906K.
Quantamental Technologies first reported a position in IDEX in Q4 2018 and held it in 6 quarters.
Quantamental Technologies's IDEX position peaked at $906K in Q2 2023.
618 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.