| Quarter | Score |
|---|---|
| 2022-Q1 | 51.0 |
| 2022-Q3 | 66.0 |
| 2022-Q4 | 49.2 |
| 2023-Q2 | 63.5 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 65.7 |
| 2024-Q1 | 47.9 |
| 2024-Q2 | 66.9 |
| 2024-Q3 | 57.4 |
| 2024-Q4 | 57.6 |
| 2025-Q1 | 58.5 |
| 2025-Q2 | 62.1 |
| 2025-Q3 | 61.7 |
| 2025-Q4 | 61.8 |
| 2026-Q1 | 61.9 |
| 2026-Q2 | 62.1 |
Active institutional exit or low consensus; avoid or liquidate
Trading 12.6% below funds' estimated purchase price
1 of 18 tracked funds hold IEX. Avg conviction: 0.0%. Net trimming. First tracked at $214.50 (current -12.6% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | Reduce |