Southernsun Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.75M | Sell |
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|
2024
Q1 | $4.6M | Sell |
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|
2023
Q4 | $4.18M | Sell |
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|
2023
Q3 | $4.01M | Sell |
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|
2023
Q2 | $4.23M | Buy |
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|
2023
Q1 | $4.13M | Sell |
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|
2022
Q4 | $4.11M | Sell |
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|
2022
Q3 | $7.61M | Sell |
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|
2022
Q2 | $8.31M | Buy |
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|
2022
Q1 | $8.77M | Buy |
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|
2021
Q4 | $6.96M | Buy |
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|
2021
Q3 | $5.72M | Buy |
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|
2021
Q2 | $6.08M | Sell |
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|
2021
Q1 | $5.87M | Sell |
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|
2020
Q4 | $6.45M | Sell |
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|
2020
Q3 | $7M | Sell |
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|
2020
Q2 | $7.88M | Sell |
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|
2020
Q1 | $9.54M | Sell |
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|
2019
Q4 | $19.4M | Sell |
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|
2019
Q3 | $25.8M | Sell |
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|
2019
Q2 | $30.1M | Sell |
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|
2019
Q1 | $36.4M | Sell |
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|
2018
Q4 | $35.4M | Sell |
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|
2018
Q3 | $54.3M | Sell |
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|
2018
Q2 | $78.6M | Sell |
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|
2018
Q1 | $93.7M | Sell |
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|
2017
Q4 | $114M | Sell |
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|
2017
Q3 | $124M | Sell |
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|
2017
Q2 | $128M | Sell |
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|
2017
Q1 | $138M | Sell |
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|
2016
Q4 | $134M | Sell |
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|
2016
Q3 | $152M | Sell |
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|
2016
Q2 | $151M | Sell |
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|
2016
Q1 | $155M | Sell |
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|
2015
Q4 | $151M | Sell |
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|
2015
Q3 | $173M | Buy |
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|
2015
Q2 | $189M | Buy |
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|
2015
Q1 | $174M | Buy |
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|
2014
Q4 | $172M | Sell |
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|
2014
Q3 | $165M | Buy |
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|
2014
Q2 | $176M | Buy |
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|
2014
Q1 | $142M | Buy |
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|
2013
Q4 | $142M | Buy |
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|
2013
Q3 | $109M | Buy |
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|
2013
Q2 | $78.3M | Buy |
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