Zacks Investment Management’s IDEX IEX Stock Holding History

Zacks Investment 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
2021 Q1	–	Sell	-1,050	Closed	-$209K	–	538
2020 Q4	$209K	Buy	+1,050	New	+$200K	﹤0.01%	495
2018 Q1	–	Sell	-1,604	Closed	-$212K	–	557
2017 Q4	$212K	Buy	+1,604	New	+$206K	﹤0.01%	521
2017 Q3	–	Sell	-2,130	Closed	-$241K	–	622
2017 Q2	$241K	Buy	+2,130	New	+$224K	0.01%	513
2017 Q1	–	Sell	-2,240	Closed	-$202K	–	672
2016 Q4	$202K	Hold	2,240	–	–	0.01%	605
2016 Q3	$210K	Buy	+2,240	New	+$202K	0.01%	586
2016 Q1	–	Sell	-2,840	Closed	-$218K	–	644
2015 Q4	$218K	Sell	2,840 -12	-0.4%	-$919	0.01%	511
2015 Q3	$203K	Sell	2,852 -1,186	-29%	-$87.4K	0.01%	549
2015 Q2	$317K	Sell	4,038 -26,841	-87%	-$2.08M	0.01%	519
2015 Q1	$2.34M	Buy	30,879 +26,858	+668%	+$2.02M	0.07%	176
2014 Q4	$313K	Sell	4,021 -580	-13%	-$43.2K	0.01%	502
2014 Q3	$333K	Sell	4,601 -662	-13%	-$51.1K	0.01%	484
2014 Q2	$425K	Sell	5,263 -757	-13%	-$57.3K	0.02%	490
2014 Q1	$439K	Sell	6,020 -468	-7%	-$34.1K	0.02%	451
2013 Q4	$479K	Sell	6,488 -1,038	-14%	-$72.1K	0.02%	405
2013 Q3	$491K	Sell	7,526 -3,266	-30%	-$197K	0.02%	345
2013 Q2	$581K	Buy	+10,792	New	+$575K	0.03%	284

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

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

Wellington Management Group

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

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

Impax Asset Management Group

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital World Investors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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