IDEX Corp. (IEX)

Sector:Industrials
Super Investor Stats:
Ownership count:2
Ownership rank:480
% of all portfolios:0.049%
Hold Price * :$226.95
History Portfolio Manager Activity Share change % change to portfolio ▼
Q2  2026
≡ Wallace Weitz - Weitz Investment Management Reduce 4.50% 11,900 0.19
Q1  2026
≡ Wallace Weitz - Weitz Investment Management Reduce 32.49% 127,175 1.68
≡ Dodge & Cox Funds Sell 100.00% 1,262,550 0.12
Q4  2025
≡ Wallace Weitz - Weitz Investment Management Reduce 3.69% 15,000 0.16
≡ Dodge & Cox Funds Add 266.66% 918,208 0.09
Q3  2025
≡ Dodge & Cox Funds Buy 344,342 0.03
≡ Wallace Weitz - Weitz Investment Management Add 0.06% 250 0.00
Q2  2025
≡ Wallace Weitz - Weitz Investment Management Add 1.25% 5,000 0.05
Q1  2025
≡ Wallace Weitz - Weitz Investment Management Add 21.40% 70,725 0.68
≡ Terry Smith - Fundsmith Sell 100.00% 362,501 0.32
Q4  2024
≡ Wallace Weitz - Weitz Investment Management Add 16.93% 47,850 0.52
Q3  2024
≡ Wallace Weitz - Weitz Investment Management Add 19.06% 45,250 0.48
Q2  2024
≡ Wallace Weitz - Weitz Investment Management Add 254.86% 170,500 1.81
≡ Terry Smith - Fundsmith Reduce 3.05% 11,401 0.01
Q1  2024
≡ Terry Smith - Fundsmith Reduce 2.63% 10,095 0.01
Q4  2023
≡ Terry Smith - Fundsmith Reduce 1.29% 5,011 0.00
Q3  2023
≡ Wallace Weitz - Weitz Investment Management Add 0.15% 100 0.00
≡ Terry Smith - Fundsmith Reduce 0.54% 2,116 0.00
Q2  2023
≡ Terry Smith - Fundsmith Add 48.30% 127,384 0.11
≡ Lee Ainslie - Maverick Capital Sell 100.00% 1,948 0.01
≡ Wallace Weitz - Weitz Investment Management Reduce 0.45% 300 0.00
Q1  2023
≡ Lee Ainslie - Maverick Capital Buy 1,948 0.01
Q4  2022
≡ Terry Smith - Fundsmith Add 174.94% 167,812 0.18
Q3  2022
≡ Terry Smith - Fundsmith Buy 95,928 0.09
Q3  2021
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,172 0.00
Q2  2021
≡ Lee Ainslie - Maverick Capital Buy 2,172 0.00
Q1  2021
≡ Lee Ainslie - Maverick Capital Sell 100.00% 3,888 0.01
Q4  2020
≡ Lee Ainslie - Maverick Capital Add 33.47% 975 0.00
Q3  2020
≡ Lee Ainslie - Maverick Capital Buy 2,913 0.01
Q2  2020
≡ Lee Ainslie - Maverick Capital Sell 100.00% 9,907 0.03
Q1  2020
≡ Lee Ainslie - Maverick Capital Reduce 21.37% 2,693 0.01
Q4  2019
≡ Lee Ainslie - Maverick Capital Add 104.21% 6,430 0.02
Q3  2019
≡ Lee Ainslie - Maverick Capital Buy 6,170 0.01

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.