Xact Kapitalforvaltning’s IDEX IEX Stock Holding History

Xact Kapitalforvaltning’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
2020 Q1	$1.5M	Hold	10,900	–	–	0.03%	400
2019 Q4	$1.88M	Hold	10,900	–	–	0.03%	428
2019 Q3	$1.79M	Buy	10,900 +3,000	+38%	+$498K	0.03%	401
2019 Q2	$1.36M	Sell	7,900 -2,100	-21%	-$330K	0.03%	472
2019 Q1	$1.52M	Sell	10,000 -21	-0.2%	-$2.97K	0.03%	447
2018 Q4	$1.26M	Buy	10,021 +2,400	+31%	+$321K	0.03%	465
2018 Q3	$1.15M	Sell	7,621 -737	-9%	-$110K	0.02%	548
2018 Q2	$1.14M	Sell	8,358 -242	-3%	-$33.8K	0.02%	549
2018 Q1	$1.23M	Buy	8,600 +763	+10%	+$107K	0.03%	517
2017 Q4	$1.03M	Buy	7,837 +1,636	+26%	+$211K	0.02%	532
2017 Q3	$753K	Buy	6,201 +301	+5%	+$35.1K	0.02%	551
2017 Q2	$667K	Buy	+5,900	New	+$620K	0.02%	573

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

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

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

ACM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Xact Kapitalforvaltning's IEX Position: Q1 2020 in Review

Xact Kapitalforvaltning held its IDEX (IEX) position steady in Q1 2020 at 10,900 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #400.

Xact Kapitalforvaltning first reported a position in IEX in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.88M in Q4 2019. 492 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

Xact Kapitalforvaltning held 10,900 shares of IDEX worth $1.5M as of Q1 2020.
Xact Kapitalforvaltning left its IDEX share count unchanged in Q1 2020.
IDEX made up 0.03% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #400 holding.
Xact Kapitalforvaltning first reported a position in IDEX in Q2 2017 and has held it in 12 quarters since.
Xact Kapitalforvaltning's IDEX position peaked at $1.88M in Q4 2019.
492 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.