SC
IEX icon

Sonen Capital’s IDEX IEX Stock Holding History

Sonen 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
2023
Q4 		$603K Buy
2,776
+319
+13% +$64.3K 1.14% 30
2023
Q3 		$511K Buy
2,457
+716
+41% +$155K 1% 36
2023
Q2 		$375K Buy
+1,741
New +$366K 0.62% 54
2022
Q2 		– Sell
-1,350
Closed -$259K – 109
2022
Q1 		$259K Sell
1,350
-268
-17% -$54.4K 0.31% 87
2021
Q4 		$382K Buy
+1,618
New +$367K 0.37% 83

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Sonen Capital's IEX Position: Q4 2023 in Review

Sonen Capital increased its IDEX (IEX) stake by 13% in Q4 2023, buying an estimated $64.3K and bringing the position to 2,776 shares worth $603K. The position accounts for 1.14% of the portfolio, ranked #30.

Sonen Capital first reported a position in IEX in Q4 2021 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Sonen Capital held 2,776 shares of IDEX worth $603K as of Q4 2023.
  • Sonen Capital bought 319 IDEX shares in Q4 2023, an estimated $64.3K.
  • IDEX made up 1.14% of Sonen Capital's portfolio in Q4 2023, its #30 holding.
  • Sonen Capital first reported a position in IDEX in Q4 2021 and has held it in 5 quarters since.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.