Tyers Asset Management’s IDEX IEX Stock Holding History

Tyers Asset 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
2019 Q3	$795K	Sell	4,848 -2,016	-29%	-$335K	0.03%	374
2019 Q2	$1.18M	Hold	6,864	–	–	0.04%	304
2019 Q1	$1.04M	Hold	6,864	–	–	0.04%	308
2018 Q4	$867K	Hold	6,864	–	–	0.03%	299
2018 Q3	$1.03M	Buy	6,864 +960	+16%	+$143K	0.03%	297
2018 Q2	$806K	Buy	5,904 +112	+2%	+$15.6K	0.03%	332
2018 Q1	$825K	Buy	5,792 +224	+4%	+$31.3K	0.03%	303
2017 Q4	$735K	Buy	5,568 +960	+21%	+$124K	0.03%	337
2017 Q3	$560K	Buy	4,608 +592	+15%	+$69.1K	0.02%	372
2017 Q2	$454K	Buy	4,016 +1,328	+49%	+$140K	0.02%	429
2017 Q1	$251K	Buy	2,688 +192	+8%	+$17.6K	0.01%	503
2016 Q4	$225K	Buy	+2,496	New	+$226K	0.01%	483

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

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

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

Tyers Asset Management's IEX Position: Q3 2019 in Review

Tyers Asset Management reduced its IDEX (IEX) stake by 29% in Q3 2019, selling an estimated $335K and leaving 4,848 shares worth $795K. The position accounts for 0.03% of the portfolio, ranked #374.

Tyers Asset Management first reported a position in IEX in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.18M in Q2 2019. 459 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

Tyers Asset Management held 4,848 shares of IDEX worth $795K as of Q3 2019.
Tyers Asset Management sold 2,016 IDEX shares in Q3 2019, an estimated $335K.
IDEX made up 0.03% of Tyers Asset Management's portfolio in Q3 2019, its #374 holding.
Tyers Asset Management first reported a position in IDEX in Q4 2016 and has held it in 12 quarters since.
Tyers Asset Management's IDEX position peaked at $1.18M in Q2 2019.
459 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.