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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
Q4 		– Sell
-11,800
Closed -$1.93M – 1442
2019
Q3 		$1.93M Buy
+11,800
New +$1.96M 0.02% 436

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Impax Asset Management Group
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.