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Quarry LP’s IDEX IEX Stock Holding History

Quarry LP’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
2026
Q1 		$22K Sell
116
-753
-87% -$149K ﹤0.01% 817
2025
Q4 		$155K Buy
+869
New +$148K 0.03% 318
2025
Q3 		– Sell
-1,215
Closed -$213K – 2331
2025
Q2 		$213K Buy
1,215
+585
+93% +$104K 0.05% 336
2025
Q1 		$114K Buy
630
+394
+167% +$78.4K 0.03% 473
2024
Q4 		$49.4K Buy
+236
New +$51.6K 0.01% 755
2024
Q3 		– Sell
-1,071
Closed -$215K – 1854
2024
Q2 		$215K Buy
1,071
+783
+272% +$171K 0.09% 151
2024
Q1 		$70.3K Buy
288
+123
+75% +$27.8K 0.03% 323
2023
Q4 		$35.8K Buy
+165
New +$33.3K 0.02% 455
2023
Q1 		– Sell
-29
Closed -$6.62K – 1176
2022
Q4 		$6.62K Buy
+29
New +$6.48K 0.01% 745

Other funds holding IEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return