Terry Smith - Fundsmith
Holding/activity history for IDEX Corp. (IEX)
← All IEX superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | 0.32 | $176.39–226.05 · VW $199.48i | SEC | |
| 2024 Q4 | 362,501 | 0.32 | $209.29 | $75,867,834 | SEC | ||
| 2024 Q3 | 362,501 | 0.31 | $214.50 | $77,756,465 | SEC | ||
| 2024 Q2 | 362,501 | 0.30 | Reduce 3.05% | 0.01 | $194.40–244.11 · VW $213.61i | $72,935,201 | SEC |
| 2024 Q1 | 373,902 | 0.36 | Reduce 2.63% | <0.01 | $202.85–246.36 · VW $226.25i | $91,239,566 | SEC |
| 2023 Q4 | 383,997 | 0.35 | Reduce 1.29% | <0.01 | $183.77–219.72 · VW $199.61i | $83,369,589 | SEC |
| 2023 Q3 | 389,008 | 0.37 | Reduce 0.54% | <0.01 | $203.48–229.34 · VW $219.81i | $80,921,444 | SEC |
| 2023 Q2 | 391,124 | 0.35 | Add 48.30% | 0.11 | $196.85–231.61 · VW $208.27i | $84,193,352 | SEC |
| 2023 Q1 | 263,740 | 0.26 | $231.03 | $60,931,852 | SEC | ||
| 2022 Q4 | 263,740 | 0.28 | Add 174.94% | 0.18 | $195.27–246.23 · VW $224.35i | $60,219,754 | SEC |
| 2022 Q3 | 95,928 | 0.09 | Buy | 0.09 | $177.26–218.66 · VW $202.63i | $19,171,000 | SEC |
Price snapshot:
Current price$221.48
52-week low$154.95
52-week high$229.43