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Stone Ridge Asset Management’s IDEX IEX Stock Holding History

Stone Ridge Asset 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
2020
Q3 		– Sell
-4,869
Closed -$769K – 230
2020
Q2 		$769K Sell
4,869
-2,500
-34% -$382K 0.12% 164
2020
Q1 		$1.02M Sell
7,369
-5,300
-42% -$832K 0.11% 196
2019
Q4 		$2.18M Buy
12,669
+2,600
+26% +$421K 0.13% 176
2019
Q3 		$1.65M Buy
10,069
+1,600
+19% +$266K 0.1% 253
2019
Q2 		$1.46M Buy
8,469
+400
+5% +$62.8K 0.09% 279
2019
Q1 		$1.22M Buy
8,069
+400
+5% +$56.5K 0.07% 357
2018
Q4 		$968K Sell
7,669
-517
-6% -$69.2K 0.06% 430
2018
Q3 		$1.23M Buy
8,186
+300
+4% +$44.7K 0.07% 369
2018
Q2 		$1.08M Buy
7,886
+625
+9% +$87.3K 0.06% 381
2018
Q1 		$1.03M Hold
7,261
– – 0.06% 377
2017
Q4 		$958K Buy
+7,261
New +$935K 0.06% 413

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