IEX position history
The shares of Idex (IEX) that WEITZ INVESTMENT MANAGEMENT, INC. reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 69,700 shares, $14M, 0.60% of portfolio
- 2021 Q4: 70,444 shares, $17M, 0.67% of portfolio, Add +1.1%
- 2022 Q1: 71,900 shares, $14M, 0.61% of portfolio, Add +2.1%
- 2022 Q2: 73,100 shares, $13M, 0.69% of portfolio, Add +1.7%
- 2022 Q3: 72,100 shares, $14M, 0.85% of portfolio, Reduce −1.4%
- 2022 Q4: 67,100 shares, $15M, 0.87% of portfolio, Reduce −6.9%
- 2023 Q1: 67,100 shares, $16M, 0.89% of portfolio
- 2023 Q2: 66,800 shares, $14M, 0.77% of portfolio, Reduce −0.4%
- 2023 Q3: 66,900 shares, $14M, 0.77% of portfolio, Add +0.1%
- 2023 Q4: 66,900 shares, $15M, 0.77% of portfolio
- 2024 Q1: 66,900 shares, $16M, 0.82% of portfolio
- 2024 Q2: 237,400 shares, $48M, 2.5% of portfolio, Add +254.9%
- 2024 Q3: 282,650 shares, $61M, 3.0% of portfolio, Add +19.1%
- 2024 Q4: 330,500 shares, $69M, 3.6% of portfolio, Add +16.9%
- 2025 Q1: 401,225 shares, $73M, 3.9% of portfolio, Add +21.4%
- 2025 Q2: 406,225 shares, $71M, 3.8% of portfolio, Add +1.2%
- 2025 Q3: 406,475 shares, $66M, 3.6% of portfolio, Add +0.1%
- 2025 Q4: 391,475 shares, $70M, 4.1% of portfolio, Reduce −3.7%
- 2026 Q1: 264,300 shares, $50M, 3.5% of portfolio, Reduce −32.5%
- 2026 Q2: 252,400 shares, $57M, 4.0% of portfolio, Reduce −4.5%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|