Sterling Capital Management’s IDEX IEX Stock Holding History

Sterling Capital Management’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
2026 Q1	$484K	Sell	2,552 -1,929	-43%	-$381K	0.01%	788
2025 Q4	$797K	Sell	4,481 -192	-4%	-$32.8K	0.01%	709
2025 Q3	$761K	Sell	4,673 -359	-7%	-$60.6K	0.01%	734
2025 Q2	$883K	Buy	5,032 +821	+19%	+$146K	0.01%	674
2025 Q1	$762K	Sell	4,211 -279	-6%	-$55.5K	0.01%	685
2024 Q4	$940K	Buy	4,490 +1,601	+55%	+$350K	0.01%	655
2024 Q3	$620K	Buy	+2,889	New	+$582K	0.01%	756
2016 Q3	–	Sell	-3,313	Closed	-$272K	–	935
2016 Q2	$272K	Buy	+3,313	New	+$276K	﹤0.01%	835
2014 Q2	–	Sell	-5,186	Closed	-$378K	–	900
2014 Q1	$378K	Buy	5,186 +282	+6%	+$20.5K	﹤0.01%	819
2013 Q4	$362K	Buy	4,904 +36	+0.7%	+$2.5K	﹤0.01%	694
2013 Q3	$318K	Buy	4,868 +146	+3%	+$8.82K	﹤0.01%	565
2013 Q2	$254K	Buy	+4,722	New	+$252K	﹤0.01%	552

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Wellington Management Group

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