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
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 0.96%
0.04%
$1.3M
6,210 shares@ 209.29 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
0.02%
$1.036M
4,950 shares@ 209.3 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$1.043M
4,864 shares@ 214.51 avg price
Gregg Picillo@Albert D Mason Inc
Recent Activity
Increased 1.26%
0.64%
$948,411
4,532 shares@ 209.27 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
0.1%
$743,398
3,552 shares@ 209.29 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
0.05%
$674,123
3,221 shares@ 209.29 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -51.11%
0.02%
$587,000
2,801 shares@ 209.57 avg price
Bernadett Horvath@Guinness Asset Management Ltd
Recent Activity
Increased 4.02%
0.01%
$503,859
2,408 shares@ 209.25 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 26.98%
0.01%
$488,000
2,330 shares@ 209.45 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -7.75%
0.02%
$475,506
2,272 shares@ 209.29 avg price