Stone Ridge 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
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

Other funds holding IEX

Stone Ridge Asset Management's IEX Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of IDEX (IEX) in Q3 2020, closing a stake of 4,869 shares — an estimated $769K sold.

Stone Ridge Asset Management first reported a position in IEX in Q4 2017 and held it in 11 quarters. The position peaked at $2.18M in Q4 2019. 497 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

  • Stone Ridge Asset Management reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
  • Stone Ridge Asset Management sold 4,869 IDEX shares in Q3 2020, an estimated $769K.
  • Stone Ridge Asset Management first reported a position in IDEX in Q4 2017 and held it in 11 quarters.
  • Stone Ridge Asset Management's IDEX position peaked at $2.18M in Q4 2019.
  • 497 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.