Sciencast Management’s IDEX IEX Stock Holding History

Sciencast Management’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	$1.02M	Buy	+5,368	New	+$1.06M	0.13%	189
2023 Q4	–	Sell	-4,386	Closed	-$912K	–	321
2023 Q3	$912K	Buy	4,386 +661	+18%	+$143K	0.41%	90
2023 Q2	$786K	Buy	+3,725	New	+$783K	0.64%	55
2022 Q2	–	Sell	-16,642	Closed	-$3.17M	–	513
2022 Q1	$3.17M	Buy	16,642 +13,631	+453%	+$2.77M	0.73%	33
2021 Q4	$705K	Buy	+3,011	New	+$684K	0.12%	222
2021 Q3	–	Sell	-1,500	Closed	-$336K	–	489
2021 Q2	$336K	Buy	+1,500	New	+$331K	0.07%	347
2020 Q2	–	Sell	-1,600	Closed	-$218K	–	458
2020 Q1	$218K	Buy	+1,600	New	+$251K	0.06%	227
2018 Q4	–	Sell	-6,651	Closed	-$855K	–	282
2018 Q3	$855K	Buy	+6,651	New	+$991K	0.58%	53
2017 Q4	–	Sell	-7,970	Closed	-$1.02M	–	361
2017 Q3	$1.02M	Buy	+7,970	New	+$931K	0.57%	49
2017 Q2	–	Sell	-5,781	Closed	-$541	–	426
2017 Q1	$541	Buy	+5,781	New	+$531K	0.3%	120
2016 Q3	–	Sell	-14,700	Closed	-$1.21M	–	178
2016 Q2	$1.21M	Buy	14,700 +11,800	+407%	+$982K	0.53%	57
2016 Q1	$240K	Buy	+2,900	New	+$217K	0.19%	168

Other funds holding IEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 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

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