TC
IEX icon

Toews Corporation’s IDEX IEX Stock Holding History

Toews Corporation’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
2023
Q4 		– Sell
-3,800
Closed -$790K – 62
2023
Q3 		$790K Buy
+3,800
New +$824K 0.48% 6
2023
Q1 		– Sell
-3,400
Closed -$776K – 70
2022
Q4 		$776K Sell
3,400
-2,300
-40% -$514K 0.38% 61
2022
Q3 		$1.14M Sell
5,700
-700
-11% -$142K 0.84% 15
2022
Q2 		$1.16M Buy
6,400
+4,400
+220% +$829K 0.77% 62
2022
Q1 		$383K Buy
+2,000
New +$406K 0.07% 115
2021
Q4 		– Sell
-1,900
Closed -$393K – 70
2021
Q3 		$393K Buy
+1,900
New +$422K 0.05% 113
2021
Q2 		– Sell
-4,600
Closed -$963K – 68
2021
Q1 		$963K Buy
+4,600
New +$912K 0.08% 25
2020
Q4 		– Sell
-5,500
Closed -$1M – 69
2020
Q3 		$1M Buy
+5,500
New +$952K 0.3% 35

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Toews Corporation's IEX Position: Q4 2023 in Review

Toews Corporation sold out of IDEX (IEX) in Q4 2023, closing a stake of 3,800 shares — an estimated $790K sold.

Toews Corporation first reported a position in IEX in Q3 2020 and held it in 8 quarters. The position peaked at $1.16M in Q2 2022. 619 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Toews Corporation reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Toews Corporation sold 3,800 IDEX shares in Q4 2023, an estimated $790K.
  • Toews Corporation first reported a position in IDEX in Q3 2020 and held it in 8 quarters.
  • Toews Corporation's IDEX position peaked at $1.16M in Q2 2022.
  • 619 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Toews Corporation's 13F filing for Q4 2023, filed 17 Jan 2024.