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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stevens Capital Management's IEX Position: Q3 2024 in Review

Stevens Capital Management sold out of IDEX (IEX) in Q3 2024, closing a stake of 1,601 shares — an estimated $322K sold.

Stevens Capital Management first reported a position in IEX in Q2 2013 and held it in 7 quarters. The position peaked at $5.01M in Q3 2014. 612 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

Stevens Capital Management reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
Stevens Capital Management sold 1,601 IDEX shares in Q3 2024, an estimated $322K.
Stevens Capital Management first reported a position in IDEX in Q2 2013 and held it in 7 quarters.
Stevens Capital Management's IDEX position peaked at $5.01M in Q3 2014.
612 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Stevens Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.