Susquehanna Fundamental Investments’s IDEX IEX Stock Holding History

Susquehanna Fundamental Investments’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
2022 Q1	–	Sell	-10,000	Closed	-$2.36M	–	1599
2021 Q4	$2.36M	Sell	10,000 -2,024	-17%	-$460K	0.06%	374
2021 Q3	$2.49M	Sell	12,024 -2,326	-16%	-$516K	0.05%	534
2021 Q2	$3.16M	Sell	14,350 -6,500	-31%	-$1.44M	0.06%	450
2021 Q1	$4.36M	Sell	20,850 -18,638	-47%	-$3.7M	0.07%	359
2020 Q4	$7.87M	Buy	39,488 +20,186	+105%	+$3.84M	0.14%	191
2020 Q3	$3.52M	Buy	19,302 +12,802	+197%	+$2.22M	0.11%	260
2020 Q2	$1.03M	Buy	+6,500	New	+$993K	0.05%	453

Other funds holding IEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Susquehanna Fundamental Investments's IEX Position: Q1 2022 in Review

Susquehanna Fundamental Investments sold out of IDEX (IEX) in Q1 2022, closing a stake of 10,000 shares — an estimated $2.36M sold.

Susquehanna Fundamental Investments first reported a position in IEX in Q2 2020 and held it in 7 quarters. The position peaked at $7.87M in Q4 2020. 576 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

Susquehanna Fundamental Investments reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
Susquehanna Fundamental Investments sold 10,000 IDEX shares in Q1 2022, an estimated $2.36M.
Susquehanna Fundamental Investments first reported a position in IDEX in Q2 2020 and held it in 7 quarters.
Susquehanna Fundamental Investments's IDEX position peaked at $7.87M in Q4 2020.
576 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2022, filed 16 May 2022.