IEX position history
The shares of Idex (IEX) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 385,985 shares, $80M, 0.18% of portfolio
- 2021 Q4: 383,323 shares, $91M, 0.19% of portfolio, Reduce −0.7%
- 2022 Q1: 381,255 shares, $73M, 0.18% of portfolio, Reduce −0.5%
- 2022 Q2: 406,576 shares, $74M, 0.24% of portfolio, Add +6.6%
- 2022 Q3: 410,130 shares, $82M, 0.26% of portfolio, Add +0.9%
- 2022 Q4: 393,394 shares, $90M, 0.30% of portfolio, Reduce −4.1%
- 2023 Q1: 391,026 shares, $90M, 0.27% of portfolio, Reduce −0.6%
- 2023 Q2: 395,995 shares, $85M, 0.24% of portfolio, Add +1.3%
- 2023 Q3: 395,756 shares, $82M, 0.24% of portfolio, Reduce −0.1%
- 2023 Q4: 385,756 shares, $84M, 0.22% of portfolio, Reduce −2.5%
- 2024 Q1: 332,322 shares, $81M, 0.22% of portfolio, Reduce −13.9%
- 2024 Q2: 314,612 shares, $63M, 0.18% of portfolio, Reduce −5.3%
- 2024 Q3: 276,961 shares, $59M, 0.16% of portfolio, Reduce −12.0%
- 2024 Q4: 261,961 shares, $55M, 0.14% of portfolio, Reduce −5.4%
- 2025 Q1: 222,991 shares, $40M, 0.12% of portfolio, Reduce −14.9%
- 2025 Q2: 220,991 shares, $39M, 0.11% of portfolio, Reduce −0.9%
- 2025 Q3: 218,922 shares, $36M, 0.09% of portfolio, Reduce −0.9%
- 2025 Q4: 71,314 shares, $13M, 0.03% of portfolio, Reduce −67.4%
- 2026 Q1: 52,776 shares, $10M, 0.03% of portfolio, Reduce −26.0%
- 2026 Q2: 46,717 shares, $11M, 0.02% of portfolio, Reduce −11.5%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|