USS Investment Management’s IDEX IEX Stock Holding History

USS Investment 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
2026 Q1	–	Sell	-15,585	Closed	-$2.77M	–	518
2025 Q4	$2.77M	Hold	15,585	–	–	0.01%	458
2025 Q3	$2.54M	Buy	15,585 +385	+3%	+$65K	0.01%	472
2025 Q2	$2.67M	Hold	15,200	–	–	0.02%	461
2025 Q1	$2.75M	Buy	15,200 +3,104	+26%	+$618K	0.02%	450
2024 Q4	$2.53M	Sell	12,096 -1,138	-9%	-$249K	0.02%	488
2024 Q3	$2.84M	Buy	13,234 +64	+0.5%	+$12.9K	0.02%	465
2024 Q2	$2.65M	Buy	+13,170	New	+$2.88M	0.02%	464
2022 Q3	–	Sell	-5,625	Closed	-$1.02M	–	644
2022 Q2	$1.02M	Sell	5,625 -1,150	-17%	-$217K	0.01%	603
2022 Q1	$1.3M	Sell	6,775 -9,985	-60%	-$2.03M	0.01%	617
2021 Q4	$3.96M	Hold	16,760	–	–	0.03%	501
2021 Q3	$3.47M	Buy	16,760 +14,787	+749%	+$3.28M	0.03%	521
2021 Q2	$434K	Hold	1,973	–	–	﹤0.01%	595
2021 Q1	$413K	Hold	1,973	–	–	﹤0.01%	587
2020 Q4	$393K	Hold	1,973	–	–	﹤0.01%	580
2020 Q3	$360K	Hold	1,973	–	–	﹤0.01%	574
2020 Q2	$312K	Buy	+1,973	New	+$302K	﹤0.01%	586

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

USS Investment Management's IEX Position: Q1 2026 in Review

USS Investment Management sold out of IDEX (IEX) in Q1 2026, closing a stake of 15,585 shares — an estimated $2.77M sold.

USS Investment Management first reported a position in IEX in Q2 2020 and held it in 16 quarters. The position peaked at $3.96M in Q4 2021. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

USS Investment Management reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
USS Investment Management sold 15,585 IDEX shares in Q1 2026, an estimated $2.77M.
USS Investment Management first reported a position in IDEX in Q2 2020 and held it in 16 quarters.
USS Investment Management's IDEX position peaked at $3.96M in Q4 2021.
677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.