IEX

Idex Corp

Latest period2024 - Q4Total superinvestors53

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 53 superinvestors own shares of Idex Corp (IEX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Idex Corp (IEX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Idex Corp (IEX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Idex Corp (IEX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Matthew Lindstrom@Mountain Pacific Investment Advisers Llc
Recent Activity
Decreased -0.1%
3.6%
$51.1M
244,159 shares@ 209.29 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -0.47%
0.03%
$6.867M
32,812 shares@ 209.29 avg price
Eileen Holmes@Churchill Management Corp
Recent Activity
Decreased -2.07%
0.06%
$4.622M
22,083 shares@ 209.3 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -4.52%
0.09%
$2.505M
11,970 shares@ 209.3 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -51.11%
0.02%
$587,000
2,801 shares@ 209.57 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -7.75%
0.02%
$475,506
2,272 shares@ 209.29 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -54.01%
0.01%
$449,000
2,143 shares@ 209.52 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -31.41%
0.01%
$350,000
1,672 shares@ 209.34 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -29.49%
0.02%
$311,214
1,487 shares@ 209.29 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Decreased -4.69%
0.1%
$263,000
1,258 shares@ 209.07 avg price