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Waddell & Reed Financial’s IDEX IEX Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$147M Buy
704,428
+4,610
+0.7% +$914K 0.3% 87
2020
Q4 		$139M Sell
699,818
-7,633
-1% -$1.45M 0.29% 91
2020
Q3 		$129M Sell
707,451
-2,914
-0.4% -$505K 0.31% 87
2020
Q2 		$112M Sell
710,365
-13,737
-2% -$2.1M 0.29% 96
2020
Q1 		$100M Buy
724,102
+18,646
+3% +$2.93M 0.32% 86
2019
Q4 		$121M Sell
705,456
-32,612
-4% -$5.28M 0.3% 94
2019
Q3 		$121M Buy
738,068
+894
+0.1% +$148K 0.31% 87
2019
Q2 		$127M Sell
737,174
-6,609
-0.9% -$1.04M 0.31% 90
2019
Q1 		$113M Sell
743,783
-9,083
-1% -$1.28M 0.28% 101
2018
Q4 		$95.1M Sell
752,866
-62,830
-8% -$8.41M 0.27% 103
2018
Q3 		$123M Sell
815,696
-542
-0.1% -$80.8K 0.27% 107
2018
Q2 		$111M Sell
816,238
-23,835
-3% -$3.33M 0.26% 111
2018
Q1 		$120M Buy
840,073
+15,156
+2% +$2.12M 0.27% 99
2017
Q4 		$109M Sell
824,917
-50,175
-6% -$6.46M 0.24% 109
2017
Q3 		$106M Sell
875,092
-9,852
-1% -$1.15M 0.24% 116
2017
Q2 		$100M Sell
884,944
-34,612
-4% -$3.64M 0.22% 124
2017
Q1 		$86M Sell
919,556
-6,637
-0.7% -$610K 0.18% 142
2016
Q4 		$83.4M Sell
926,193
-14,298
-2% -$1.29M 0.18% 146
2016
Q3 		$88M Sell
940,491
-157,164
-14% -$14.2M 0.18% 152
2016
Q2 		$90.1M Buy
1,097,655
+24,196
+2% +$2.01M 0.19% 139
2016
Q1 		$89M Sell
1,073,459
-67,043
-6% -$5.03M 0.17% 152
2015
Q4 		$87.4M Buy
+1,140,502
New +$87.4M 0.14% 163
2014
Q2 		– Sell
-1,422,473
Closed -$104M – 542
2014
Q1 		$104M Sell
1,422,473
-431,540
-23% -$31.4M 0.16% 156
2013
Q4 		$137M Buy
1,854,013
+197,915
+12% +$13.8M 0.22% 123
2013
Q3 		$108M Hold
1,656,098
– – 0.21% 126
2013
Q2 		$89.1M Buy
+1,656,098
New +$88.3M 0.19% 132

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
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

Waddell & Reed Financial's IEX Position: Q1 2021 in Review

Waddell & Reed Financial increased its IDEX (IEX) stake by 0.66% in Q1 2021, buying an estimated $914K and bringing the position to 704,428 shares worth $147M. The position accounts for 0.3% of the portfolio, ranked #87.

Waddell & Reed Financial first reported a position in IEX in Q2 2013 and has held it in 26 quarters since. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Waddell & Reed Financial held 704,428 shares of IDEX worth $147M as of Q1 2021.
  • Waddell & Reed Financial bought 4,610 IDEX shares in Q1 2021, an estimated $914K.
  • IDEX made up 0.3% of Waddell & Reed Financial's portfolio in Q1 2021, its #87 holding.
  • Waddell & Reed Financial first reported a position in IDEX in Q2 2013 and has held it in 26 quarters since.
  • 535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.