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Seeyond’s IDEX IEX Stock Holding History

Seeyond’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
2022
Q4 		$564K Sell
2,471
-7
-0.3% -$1.56K 0.05% 395
2022
Q3 		$495K Sell
2,478
-138
-5% -$27.9K 0.06% 425
2022
Q2 		$475K Sell
2,616
-53
-2% -$9.99K 0.05% 455
2022
Q1 		$511K Sell
2,669
-80
-3% -$16.2K 0.05% 464
2021
Q4 		$649K Hold
2,749
– – 0.06% 434
2021
Q3 		$568K Sell
2,749
-28
-1% -$6.21K 0.05% 453
2021
Q2 		$611K Buy
2,777
+12
+0.4% +$2.65K 0.06% 427
2021
Q1 		$578K Buy
2,765
+845
+44% +$168K 0.06% 424
2020
Q4 		$382K Sell
1,920
-11
-0.6% -$2.09K 0.04% 483
2020
Q3 		$352K Buy
1,931
+38
+2% +$6.58K 0.04% 470
2020
Q2 		$299K Buy
1,893
+688
+57% +$105K 0.03% 497
2020
Q1 		$52K Sell
1,205
-10
-0.8% -$1.57K 0.01% 614
2019
Q4 		$209K Hold
1,215
– – 0.02% 543
2019
Q3 		$199K Hold
1,215
– – 0.02% 527
2019
Q2 		$209K Sell
1,215
-266
-18% -$41.8K 0.02% 543
2019
Q1 		$225K Hold
1,481
– – 0.02% 542
2018
Q4 		$187K Buy
+1,481
New +$198K 0.03% 511

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Seeyond's IEX Position: Q4 2022 in Review

Seeyond reduced its IDEX (IEX) stake by 0.28% in Q4 2022, selling an estimated $1.56K and leaving 2,471 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #395.

Seeyond first reported a position in IEX in Q4 2018 and has held it in 17 quarters since. The position peaked at $649K in Q4 2021. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

  • Seeyond held 2,471 shares of IDEX worth $564K as of Q4 2022.
  • Seeyond sold 7 IDEX shares in Q4 2022, an estimated $1.56K.
  • IDEX made up 0.05% of Seeyond's portfolio in Q4 2022, its #395 holding.
  • Seeyond first reported a position in IDEX in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's IDEX position peaked at $649K in Q4 2021.
  • 614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.