Shellback Capital’s IDEX IEX Stock Holding History

Shellback 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
2022 Q1	–	Sell	-39,266	Closed	-$9.28M	–	100
2021 Q4	$9.28M	Buy	+39,266	New	+$8.92M	0.54%	59

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Shellback Capital's IEX Position: Q1 2022 in Review

Shellback Capital sold out of IDEX (IEX) in Q1 2022, closing a stake of 39,266 shares — an estimated $9.28M sold.

Shellback Capital first reported a position in IEX in Q4 2021 and held it in 1 quarter. The position peaked at $9.28M in Q4 2021. 575 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

Shellback Capital reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
Shellback Capital sold 39,266 IDEX shares in Q1 2022, an estimated $9.28M.
Shellback Capital first reported a position in IDEX in Q4 2021 and held it in 1 quarter.
Shellback Capital's IDEX position peaked at $9.28M in Q4 2021.
575 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Shellback Capital's 13F filing for Q1 2022, filed 16 May 2022.