ZIM
IEX icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Zacks Investment Management's IEX Position: Q1 2021 in Review

Zacks Investment Management sold out of IDEX (IEX) in Q1 2021, closing a stake of 1,050 shares — an estimated $209K sold.

Zacks Investment Management first reported a position in IEX in Q2 2013 and held it in 16 quarters. The position peaked at $2.34M in Q1 2015. 537 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Zacks Investment Management reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • Zacks Investment Management sold 1,050 IDEX shares in Q1 2021, an estimated $209K.
  • Zacks Investment Management first reported a position in IDEX in Q2 2013 and held it in 16 quarters.
  • Zacks Investment Management's IDEX position peaked at $2.34M in Q1 2015.
  • 537 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Zacks Investment Management's 13F filing for Q1 2021, filed 17 May 2021.