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Epic Trust Investment Advisors’s Idexx Laboratories IDXX Stock Holding History

Epic Trust Investment 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
2024
Q2 		$258K Buy
+530
New +$266K 0.28% 89
2023
Q2 		– Sell
-429
Closed -$215K – 108
2023
Q1 		$215K Sell
429
-172
-29% -$82.3K 0.26% 101
2022
Q4 		$245K Buy
+601
New +$233K 0.37% 82

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Epic Trust Investment Advisors's IDXX Position: Q2 2024 in Review

Epic Trust Investment Advisors opened a new position in Idexx Laboratories (IDXX) in Q2 2024: 530 shares worth $258K. The stake represents 0.28% of the portfolio and ranks #89 among its holdings. This is a return to the name: Epic Trust Investment Advisors previously reported a position in IDXX as recently as Q1 2023.

Epic Trust Investment Advisors first reported a position in IDXX in Q4 2022 and has held it in 3 quarters since. 1,109 funds tracked by Wall St. Rank hold IDXX as of Q2 2024.

  • Epic Trust Investment Advisors held 530 shares of Idexx Laboratories worth $258K as of Q2 2024.
  • Idexx Laboratories was a new Epic Trust Investment Advisors position in Q2 2024.
  • Idexx Laboratories made up 0.28% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #89 holding.
  • Epic Trust Investment Advisors first reported a position in Idexx Laboratories in Q4 2022 and has held it in 3 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Idexx Laboratories as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.