Portfolio changes · featured 13Fs
Activity
Moves in IDXX across featured managers — New / Exit / Add / Reduce.
IDXX · reduce · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| IDXX | Reduce | Terry Smith - Fundsmith | −2.49% | −30.4% sh | Q1→Q2 |
| IDXX | Reduce | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | −5.6% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| IDXX | Reduce | Polen Capital Management | −0.29% | −23.5% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home