YHB Investment Advisors’s IDEX IEX Stock Holding History

YHB Investment Advisors’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
2023 Q4	–	Sell	-1,214	Closed	-$253K	–	271
2023 Q3	$253K	Hold	1,214	–	–	0.02%	244
2023 Q2	$261K	Hold	1,214	–	–	0.02%	243
2023 Q1	$280K	Hold	1,214	–	–	0.03%	232
2022 Q4	$277K	Hold	1,214	–	–	0.03%	231
2022 Q3	$243K	Hold	1,214	–	–	0.03%	243
2022 Q2	$220K	Hold	1,214	–	–	0.02%	262
2022 Q1	$233K	Buy	1,214 +105	+9%	+$21.3K	0.02%	272
2021 Q4	$262K	Sell	1,109 -6	-0.5%	-$1.36K	0.02%	281
2021 Q3	$231K	Hold	1,115	–	–	0.02%	287
2021 Q2	$245K	Hold	1,115	–	–	0.02%	274
2021 Q1	$246K	Buy	1,115 +84	+8%	+$16.7K	0.02%	268
2020 Q4	$205K	Buy	+1,031	New	+$196K	0.02%	271
2019 Q2	–	Sell	-1,325	Closed	-$201K	–	192
2019 Q1	$201K	Buy	+1,325	New	+$187K	0.03%	193

Other funds holding IEX

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

YHB Investment Advisors's IEX Position: Q4 2023 in Review

YHB Investment Advisors sold out of IDEX (IEX) in Q4 2023, closing a stake of 1,214 shares — an estimated $253K sold.

YHB Investment Advisors first reported a position in IEX in Q1 2019 and held it in 13 quarters. The position peaked at $280K in Q1 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

YHB Investment Advisors reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
YHB Investment Advisors sold 1,214 IDEX shares in Q4 2023, an estimated $253K.
YHB Investment Advisors first reported a position in IDEX in Q1 2019 and held it in 13 quarters.
YHB Investment Advisors's IDEX position peaked at $280K in Q1 2023.
618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on YHB Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.