William Blair Investment Management
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William Blair Investment Management’s IDEX IEX Stock Holding History

William Blair 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
2019
Q1 		– Sell
-10,192
Closed -$1.29M – 417
2018
Q4 		$1.29M Buy
10,192
+4,884
+92% +$654K 0.01% 370
2018
Q3 		$800K Sell
5,308
-1,840
-26% -$274K ﹤0.01% 411
2018
Q2 		$976K Buy
+7,148
New +$999K ﹤0.01% 405

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management's IEX Position: Q1 2019 in Review

William Blair Investment Management sold out of IDEX (IEX) in Q1 2019, closing a stake of 10,192 shares — an estimated $1.29M sold.

William Blair Investment Management first reported a position in IEX in Q2 2018 and held it in 3 quarters. The position peaked at $1.29M in Q4 2018. 426 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

  • William Blair Investment Management reported no remaining IDEX position as of Q1 2019 after selling out during the quarter.
  • William Blair Investment Management sold 10,192 IDEX shares in Q1 2019, an estimated $1.29M.
  • William Blair Investment Management first reported a position in IDEX in Q2 2018 and held it in 3 quarters.
  • William Blair Investment Management's IDEX position peaked at $1.29M in Q4 2018.
  • 426 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on William Blair Investment Management's 13F filing for Q1 2019, filed 10 May 2019.