Berman Capital Advisors’s Idexx Laboratories IDXX Stock Holding History

Berman Capital Advisors’s Portfolio IDXX Stock Details IDXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$215K	Buy	348 +61	+21%	+$41K	0.03%	251
2021 Q2	$181K	Buy	287 +80	+39%	+$44.2K	0.03%	256
2021 Q1	$101K	Buy	207 +67	+48%	+$33.6K	0.02%	308
2020 Q4	$69K	Buy	140 +11	+9%	+$4.92K	0.02%	330
2020 Q3	$50K	Buy	129 +1	+0.8%	+$370	0.01%	339
2020 Q2	$41K	Buy	128 +16	+14%	+$4.63K	0.01%	368
2020 Q1	$26K	Buy	112 +2	+2%	+$522	0.01%	432
2019 Q4	$28K	Hold	110	–	–	0.01%	445
2019 Q3	$29K	Sell	110 -4	-4%	-$1.11K	0.01%	409
2019 Q2	$31K	Buy	114 +29	+34%	+$7.14K	0.01%	402
2019 Q1	$19K	Buy	85 +58	+215%	+$12K	0.01%	470
2018 Q4	$5K	Buy	+27	New	+$5.54K	﹤0.01%	687

Other funds holding IDXX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's IDXX Position: Q3 2021 in Review

Berman Capital Advisors increased its Idexx Laboratories (IDXX) stake by 21% in Q3 2021, buying an estimated $41K and bringing the position to 348 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #251.

Berman Capital Advisors first reported a position in IDXX in Q4 2018 and has held it in 12 quarters since. 1,059 funds tracked by Wall St. Rank hold IDXX as of Q3 2021.

Berman Capital Advisors held 348 shares of Idexx Laboratories worth $215K as of Q3 2021.
Berman Capital Advisors bought 61 Idexx Laboratories shares in Q3 2021, an estimated $41K.
Idexx Laboratories made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #251 holding.
Berman Capital Advisors first reported a position in Idexx Laboratories in Q4 2018 and has held it in 12 quarters since.
1,059 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.