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Winton Capital Management’s IDEX IEX Stock Holding History

Winton Capital 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
2014
Q1 		$4.8M Buy
65,874
+15,300
+30% +$1.11M 0.03% 383
2013
Q4 		$3.73M Buy
50,574
+12,242
+32% +$851K 0.03% 397
2013
Q3 		$2.5M Buy
38,332
+1,691
+5% +$102K 0.03% 397
2013
Q2 		$1.97M Buy
+36,641
New +$1.95M 0.02% 387

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Winton Capital Management's IEX Position: Q1 2014 in Review

Winton Capital Management increased its IDEX (IEX) stake by 30% in Q1 2014, buying an estimated $1.11M and bringing the position to 65,874 shares worth $4.8M. The position accounts for 0.03% of the portfolio, ranked #383.

Winton Capital Management first reported a position in IEX in Q2 2013 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold IEX as of Q1 2014.

  • Winton Capital Management held 65,874 shares of IDEX worth $4.8M as of Q1 2014.
  • Winton Capital Management bought 15,300 IDEX shares in Q1 2014, an estimated $1.11M.
  • IDEX made up 0.03% of Winton Capital Management's portfolio in Q1 2014, its #383 holding.
  • Winton Capital Management first reported a position in IDEX in Q2 2013 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held IDEX as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.