SEC
IEX icon

Seven Eight Capital’s IDEX IEX Stock Holding History

Seven Eight Capital’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
2024
Q3 		– Sell
-7,373
Closed -$1.48M – 829
2024
Q2 		$1.48M Buy
+7,373
New +$1.61M 0.15% 222
2023
Q4 		– Sell
-1,940
Closed -$404K – 720
2023
Q3 		$404K Sell
1,940
-792
-29% -$172K 0.05% 437
2023
Q2 		$588K Buy
2,732
+1,210
+80% +$254K 0.1% 280
2023
Q1 		$352K Buy
+1,522
New +$346K 0.07% 305
2022
Q2 		– Sell
-7,342
Closed -$1.41M – 503
2022
Q1 		$1.41M Buy
+7,342
New +$1.49M 0.19% 167
2021
Q3 		– Sell
-2,100
Closed -$462K – 636
2021
Q2 		$462K Buy
+2,100
New +$464K 0.06% 433
2020
Q1 		– Sell
-9,500
Closed -$1.63M – 574
2019
Q4 		$1.63M Buy
9,500
+200
+2% +$32.4K 0.09% 344
2019
Q3 		$1.52M Buy
+9,300
New +$1.54M 0.08% 355
2019
Q2 		– Sell
-8,300
Closed -$1.26M – 651
2019
Q1 		$1.26M Buy
8,300
+6,500
+361% +$919K 0.07% 325
2018
Q4 		$227K Sell
1,800
-2,300
-56% -$308K 0.01% 496
2018
Q3 		$618K Buy
+4,100
New +$611K 0.04% 422
2017
Q4 		– Sell
-5,700
Closed -$692K – 505
2017
Q3 		$692K Buy
+5,700
New +$666K 0.08% 299
2017
Q1 		– Sell
-200
Closed -$18K – 589
2016
Q4 		$18K Sell
200
-2,600
-93% -$235K ﹤0.01% 540
2016
Q3 		$262K Sell
2,800
-2,200
-44% -$199K 0.08% 291
2016
Q2 		$411K Buy
5,000
+4,800
+2,400% +$399K 0.14% 217
2016
Q1 		$17K Sell
200
-600
-75% -$45K 0.01% 482
2015
Q4 		$61K Buy
+800
New +$61.3K 0.04% 416
2014
Q1 		– Sell
-1,300
Closed -$96K – 381
2013
Q4 		$96K Buy
+1,300
New +$90.3K 0.11% 277

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Seven Eight Capital's IEX Position: Q3 2024 in Review

Seven Eight Capital sold out of IDEX (IEX) in Q3 2024, closing a stake of 7,373 shares — an estimated $1.48M sold.

Seven Eight Capital first reported a position in IEX in Q4 2013 and held it in 18 quarters. The position peaked at $1.63M in Q4 2019. 611 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Seven Eight Capital reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Seven Eight Capital sold 7,373 IDEX shares in Q3 2024, an estimated $1.48M.
  • Seven Eight Capital first reported a position in IDEX in Q4 2013 and held it in 18 quarters.
  • Seven Eight Capital's IDEX position peaked at $1.63M in Q4 2019.
  • 611 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Seven Eight Capital's 13F filing for Q3 2024, filed 12 Nov 2024.