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Sherbrooke Park Advisers’s IDEX IEX Stock Holding History

Sherbrooke Park Advisers’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
-10,691
Closed -$2.15M – 1062
2024
Q2 		$2.15M Buy
+10,691
New +$2.34M 0.38% 22
2024
Q1 		– Sell
-1,392
Closed -$302K – 916
2023
Q4 		$302K Sell
1,392
-345
-20% -$69.6K 0.14% 254
2023
Q3 		$361K Sell
1,737
-163
-9% -$35.4K 0.11% 303
2023
Q2 		$409K Buy
+1,900
New +$399K 0.21% 211

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

Sherbrooke Park Advisers's IEX Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of IDEX (IEX) in Q3 2024, closing a stake of 10,691 shares — an estimated $2.15M sold.

Sherbrooke Park Advisers first reported a position in IEX in Q2 2023 and held it in 4 quarters. The position peaked at $2.15M in Q2 2024. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 10,691 IDEX shares in Q3 2024, an estimated $2.15M.
  • Sherbrooke Park Advisers first reported a position in IDEX in Q2 2023 and held it in 4 quarters.
  • Sherbrooke Park Advisers's IDEX position peaked at $2.15M in Q2 2024.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.