IDEX Corp. (IEX)

Sector:Industrials
Super Investor Stats:
Ownership count:1
Ownership rank:706
% of all portfolios:0.005%
History Portfolio Manager Activity Share change % change to portfolio
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
Q2  2023
Terry Smith - Fundsmith Add 48.30% 127,384 0.11
Lee Ainslie - Maverick Capital Sell 100.00% 1,948 0.01
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.