ZDA
IEX icon

Zweig-DiMenna Associates’s IDEX IEX Stock Holding History

Zweig-DiMenna Associates’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
2014
Q3 		– Sell
-3,100
Closed -$250K – 289
2014
Q2 		$250K Sell
3,100
-200
-6% -$15.1K 0.01% 219
2014
Q1 		$241K Buy
+3,300
New +$240K 0.01% 201

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zweig-DiMenna Associates's IEX Position: Q3 2014 in Review

Zweig-DiMenna Associates sold out of IDEX (IEX) in Q3 2014, closing a stake of 3,100 shares — an estimated $250K sold.

Zweig-DiMenna Associates first reported a position in IEX in Q1 2014 and held it in 2 quarters. The position peaked at $250K in Q2 2014. 305 funds tracked by Wall St. Rank hold IEX as of Q3 2014.

  • Zweig-DiMenna Associates reported no remaining IDEX position as of Q3 2014 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 3,100 IDEX shares in Q3 2014, an estimated $250K.
  • Zweig-DiMenna Associates first reported a position in IDEX in Q1 2014 and held it in 2 quarters.
  • Zweig-DiMenna Associates's IDEX position peaked at $250K in Q2 2014.
  • 305 funds tracked by Wall St. Rank held IDEX as of Q3 2014.

Based on Zweig-DiMenna Associates's 13F filing for Q3 2014, filed 10 Nov 2014.