Ruane, Cunniff & Goldfarb’s IDEX IEX Stock Holding History

Ruane, Cunniff & Goldfarb’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
2016 Q1	–	Sell	-5,225	Closed	-$400K	–	142
2015 Q4	$400K	Hold	5,225	–	–	﹤0.01%	119
2015 Q3	$373K	Hold	5,225	–	–	﹤0.01%	121
2015 Q2	$411K	Hold	5,225	–	–	﹤0.01%	118
2015 Q1	$396K	Hold	5,225	–	–	﹤0.01%	123
2014 Q4	$407K	Sell	5,225 -2,760	-35%	-$206K	﹤0.01%	121
2014 Q3	$578K	Hold	7,985	–	–	﹤0.01%	115
2014 Q2	$645K	Hold	7,985	–	–	﹤0.01%	107
2014 Q1	$582K	Hold	7,985	–	–	﹤0.01%	107
2013 Q4	$590K	Hold	7,985	–	–	﹤0.01%	110
2013 Q3	$521K	Hold	7,985	–	–	﹤0.01%	114
2013 Q2	$430K	Buy	+7,985	New	+$426K	﹤0.01%	113

Other funds holding IEX

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return