SCM
IEX icon

Stevens Capital Management’s IDEX IEX Stock Holding History

Stevens 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
2024
Q3 		– Sell
-1,601
Closed -$322K – 257
2024
Q2 		$322K Buy
+1,601
New +$350K 0.11% 168
2019
Q4 		– Sell
-15,968
Closed -$2.62M – 698
2019
Q3 		$2.62M Buy
+15,968
New +$2.65M 0.24% 119
2018
Q4 		– Sell
-14,569
Closed -$2.19M – 797
2018
Q3 		$2.19M Buy
+14,569
New +$2.17M 0.08% 286
2017
Q1 		– Sell
-28,380
Closed -$2.56M – 969
2016
Q4 		$2.56M Buy
+28,380
New +$2.57M 0.1% 267
2014
Q4 		– Sell
-69,190
Closed -$5.01M – 1106
2014
Q3 		$5.01M Buy
+69,190
New +$5.34M 0.15% 176
2014
Q2 		– Sell
-20,218
Closed -$1.47M – 1167
2014
Q1 		$1.47M Buy
+20,218
New +$1.47M 0.04% 412
2013
Q3 		– Sell
-49,645
Closed -$2.67M – 1108
2013
Q2 		$2.67M Buy
+49,645
New +$2.65M 0.09% 258

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