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Twin Capital Management’s IDEX IEX Stock Holding History

Twin 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
2023
Q2 		– Sell
-1,964
Closed -$454K – 292
2023
Q1 		$454K Sell
1,964
-137
-7% -$31.1K 0.06% 246
2022
Q4 		$480K Hold
2,101
– – 0.06% 245
2022
Q3 		$420K Sell
2,101
-29
-1% -$5.86K 0.06% 249
2022
Q2 		$387K Hold
2,130
– – 0.05% 264
2022
Q1 		$408K Buy
+2,130
New +$432K 0.04% 260
2017
Q1 		– Sell
-27,750
Closed -$2.5M – 342
2016
Q4 		$2.5M Buy
27,750
+1,250
+5% +$113K 0.16% 184
2016
Q3 		$2.48M Buy
26,500
+6,250
+31% +$564K 0.17% 184
2016
Q2 		$1.66M Sell
20,250
-4,050
-17% -$337K 0.12% 209
2016
Q1 		$2.01M Sell
24,300
-80
-0.3% -$6K 0.16% 172
2015
Q4 		$1.87M Buy
24,380
+5,600
+30% +$429K 0.15% 176
2015
Q3 		$1.34M Buy
18,780
+400
+2% +$29.5K 0.13% 179
2015
Q2 		$1.44M Sell
18,380
-4,000
-18% -$310K 0.13% 177
2015
Q1 		$1.7M Buy
22,380
+5,810
+35% +$437K 0.15% 173
2014
Q4 		$1.29M Buy
16,570
+6,200
+60% +$462K 0.12% 185
2014
Q3 		$750K Buy
+10,370
New +$800K 0.08% 226

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Twin Capital Management's IEX Position: Q2 2023 in Review

Twin Capital Management sold out of IDEX (IEX) in Q2 2023, closing a stake of 1,964 shares — an estimated $454K sold.

Twin Capital Management first reported a position in IEX in Q3 2014 and held it in 15 quarters. The position peaked at $2.5M in Q4 2016. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Twin Capital Management reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Twin Capital Management sold 1,964 IDEX shares in Q2 2023, an estimated $454K.
  • Twin Capital Management first reported a position in IDEX in Q3 2014 and held it in 15 quarters.
  • Twin Capital Management's IDEX position peaked at $2.5M in Q4 2016.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Twin Capital Management's 13F filing for Q2 2023, filed 7 Aug 2023.