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 |
| ≡ |
Dodge & Cox Funds |
Sell 100.00% |
1,262,550 |
0.12 |
| ≡ |
Wallace Weitz - Weitz Investment Management |
Reduce 32.49% |
127,175 |
1.68 |
| Q4 2025 |
| ≡ |
Dodge & Cox Funds |
Add 266.66% |
918,208 |
0.09 |
| ≡ |
Wallace Weitz - Weitz Investment Management |
Reduce 3.69% |
15,000 |
0.16 |
| Q3 2025 |
| ≡ |
Wallace Weitz - Weitz Investment Management |
Add 0.06% |
250 |
0.00 |
| ≡ |
Dodge & Cox Funds |
Buy |
344,342 |
0.03 |
| Q2 2025 |
| ≡ |
Wallace Weitz - Weitz Investment Management |
Add 1.25% |
5,000 |
0.05 |
| Q1 2025 |
| ≡ |
Terry Smith - Fundsmith |
Sell 100.00% |
362,501 |
0.32 |
| ≡ |
Wallace Weitz - Weitz Investment Management |
Add 21.40% |
70,725 |
0.68 |
| 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 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 3.05% |
11,401 |
0.01 |
| ≡ |
Wallace Weitz - Weitz Investment Management |
Add 254.86% |
170,500 |
1.81 |
| 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 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 0.54% |
2,116 |
0.00 |
| ≡ |
Wallace Weitz - Weitz Investment Management |
Add 0.15% |
100 |
0.00 |
| Q2 2023 |
| ≡ |
Wallace Weitz - Weitz Investment Management |
Reduce 0.45% |
300 |
0.00 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
1,948 |
0.01 |
| ≡ |
Terry Smith - Fundsmith |
Add 48.30% |
127,384 |
0.11 |
| 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.