Twin Tree Management
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Twin Tree Management’s IDEX IEX Stock Holding History

Twin Tree 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
2024
Q3 		– Sell
-15,900
Closed -$3.2M – 1633
2024
Q2 		$3.2M Buy
+15,900
New +$3.47M 0.01% 864
2023
Q1 		– Sell
-25
Closed -$5.71K – 1408
2022
Q4 		$5.71K Buy
+25
New +$5.59K ﹤0.01% 1228
2020
Q2 		– Sell
-386
Closed -$53K – 1570
2020
Q1 		$53K Buy
+386
New +$60.6K ﹤0.01% 1150
2019
Q2 		– Sell
-863
Closed -$136K – 1386
2019
Q1 		$131K Buy
863
+694
+411% +$98.1K ﹤0.01% 1071
2018
Q4 		$21K Sell
169
-24,972
-99% -$3.34M ﹤0.01% 1174
2018
Q3 		$3.79M Buy
+25,141
New +$3.75M 0.03% 453
2016
Q4 		– Sell
-1,320
Closed -$124K – 1251
2016
Q3 		$124K Sell
1,320
-4,533
-77% -$409K ﹤0.01% 980
2016
Q2 		$481K Sell
5,853
-6,759
-54% -$562K 0.01% 839
2016
Q1 		$1.04M Buy
12,612
+7,471
+145% +$560K 0.02% 598
2015
Q4 		$394K Buy
5,141
+5,124
+30,141% +$393K 0.01% 930
2015
Q3 		$1K Sell
17
-2,524
-99% -$186K ﹤0.01% 1279
2015
Q2 		$200K Buy
+2,541
New +$197K ﹤0.01% 1068

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Tree Management's IEX Position: Q3 2024 in Review

Twin Tree Management sold out of IDEX (IEX) in Q3 2024, closing a stake of 15,900 shares — an estimated $3.2M sold.

Twin Tree Management first reported a position in IEX in Q2 2015 and held it in 12 quarters. The position peaked at $3.79M in Q3 2018. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Twin Tree Management reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Twin Tree Management sold 15,900 IDEX shares in Q3 2024, an estimated $3.2M.
  • Twin Tree Management first reported a position in IDEX in Q2 2015 and held it in 12 quarters.
  • Twin Tree Management's IDEX position peaked at $3.79M in Q3 2018.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Twin Tree Management's 13F filing for Q3 2024, filed 13 Nov 2024.