Wellington Management Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1B | Buy |
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|
2025
Q1 | $914M | Buy |
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|
2024
Q4 | $883M | Buy |
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|
2024
Q3 | $607M | Buy |
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|
2024
Q2 | $273M | Sell |
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|
2024
Q1 | $478M | Sell |
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|
2023
Q4 | $482M | Sell |
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|
2023
Q3 | $464M | Sell |
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|
2023
Q2 | $511M | Sell |
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|
2023
Q1 | $566M | Sell |
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|
2022
Q4 | $642M | Sell |
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|
2022
Q3 | $582M | Sell |
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|
2022
Q2 | $545M | Sell |
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|
2022
Q1 | $596M | Buy |
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|
2021
Q4 | $706M | Sell |
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|
2021
Q3 | $639M | Sell |
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|
2021
Q2 | $709M | Sell |
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|
2021
Q1 | $675M | Buy |
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|
2020
Q4 | $631M | Sell |
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|
2020
Q3 | $587M | Buy |
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|
2020
Q2 | $504M | Buy |
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|
2020
Q1 | $385M | Buy |
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|
2019
Q4 | $435M | Sell |
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|
2019
Q3 | $418M | Sell |
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|
2019
Q2 | $599M | Buy |
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|
2019
Q1 | $527M | Sell |
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|
2018
Q4 | $444M | Sell |
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|
2018
Q3 | $584M | Buy |
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|
2018
Q2 | $478M | Sell |
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|
2018
Q1 | $549M | Sell |
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|
2017
Q4 | $543M | Buy |
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|
2017
Q3 | $491M | Buy |
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|
2017
Q2 | $386M | Buy |
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|
2017
Q1 | $265M | Buy |
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|
2016
Q4 | $251M | Sell |
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|
2016
Q3 | $267M | Buy |
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|
2016
Q2 | $223M | Buy |
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|
2016
Q1 | $213M | Buy |
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|
2015
Q4 | $175M | Buy |
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|
2015
Q3 | $129M | Buy |
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|
2015
Q2 | $125M | Sell |
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|
2015
Q1 | $126M | Sell |
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|
2014
Q4 | $136M | Buy |
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|
2014
Q3 | $127M | Sell |
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|
2014
Q2 | $143M | Sell |
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|
2014
Q1 | $133M | Buy |
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|
2013
Q4 | $121M | Sell |
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|
2013
Q3 | $112M | Sell |
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|
2013
Q2 | $102M | Buy |
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