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
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Decreased -4.69%
0.1%
$263,000
1,258 shares@ 209.07 avg price
ARTHUR M COHEN@Arthur M. Cohen & Associates, Llc
Recent Activity
Decreased -29.41%
0.05%
$251,148
1,200 shares@ 209.29 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 23.09%
0.01%
$242,149
1,157 shares@ 209.3 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -1.47%
0.01%
$237,126
1,133 shares@ 209.3 avg price
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
0.02%
$136,039
650 shares@ 209.3 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 415.97%
0.02%
$128,504
614 shares@ 209.29 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Decreased -1.25%
0.03%
$82,670
395 shares@ 209.3 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 0.5%
0.01%
$42,695
204 shares@ 209.29 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
0.01%
$31,394
150 shares@ 209.3 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 9.6%
0.01%
$28,673
137 shares@ 209.3 avg price