Wolverine Asset Management’s IDEX IEX Stock Holding History

Wolverine Asset 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 Q3	–	Sell	-4,000	Closed	-$664K	–	1486
2019 Q2	$688K	Sell	4,000 -4,962	-55%	-$779K	0.01%	760
2019 Q1	$1.36M	Buy	8,962 +1,211	+16%	+$171K	0.02%	549
2018 Q4	$978K	Sell	7,751 -20,637	-73%	-$2.76M	0.01%	806
2018 Q3	$4.28M	Buy	28,388 +15,351	+118%	+$2.29M	0.05%	350
2018 Q2	$1.78M	Buy	+13,037	New	+$1.82M	0.02%	575
2018 Q1	–	Sell	-187	Closed	-$24K	–	1544
2017 Q4	$24K	Buy	+187	New	+$24.1K	﹤0.01%	1323
2017 Q2	–	Sell	-5,500	Closed	-$514K	–	1354
2017 Q1	$514K	Sell	5,500 -6,500	-54%	-$597K	0.01%	690
2016 Q4	$1.08M	Sell	12,000 -4,000	-25%	-$362K	0.01%	516
2016 Q3	$1.5M	Buy	+16,000	New	+$1.44M	0.02%	458

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Wolverine Asset Management's IEX Position: Q3 2019 in Review

Wolverine Asset Management sold out of IDEX (IEX) in Q3 2019, closing a stake of 4,000 shares — an estimated $664K sold.

Wolverine Asset Management first reported a position in IEX in Q3 2016 and held it in 9 quarters. The position peaked at $4.28M in Q3 2018. 458 funds tracked by Wall St. Rank hold IEX as of Q3 2019.

Wolverine Asset Management reported no remaining IDEX position as of Q3 2019 after selling out during the quarter.
Wolverine Asset Management sold 4,000 IDEX shares in Q3 2019, an estimated $664K.
Wolverine Asset Management first reported a position in IDEX in Q3 2016 and held it in 9 quarters.
Wolverine Asset Management's IDEX position peaked at $4.28M in Q3 2018.
458 funds tracked by Wall St. Rank held IDEX as of Q3 2019.

Based on Wolverine Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.