EVM
IDXX icon

Evelyn V. Moreno’s Idexx Laboratories IDXX Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		$233K Buy
+419
New +$197K 0.11% 126
2023
Q3 		– Sell
-419
Closed -$210K – 144
2023
Q2 		$210K Hold
419
– – 0.04% 118
2023
Q1 		$210K Buy
+419
New +$201K 0.05% 115

Other funds holding IDXX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn V. Moreno's IDXX Position: Q4 2023 in Review

Evelyn V. Moreno opened a new position in Idexx Laboratories (IDXX) in Q4 2023: 419 shares worth $233K. The stake represents 0.11% of the portfolio and ranks #126 among its holdings. This is a return to the name: Evelyn V. Moreno previously reported a position in IDXX as recently as Q2 2023.

Evelyn V. Moreno first reported a position in IDXX in Q1 2023 and has held it in 3 quarters since. 1,153 funds tracked by Wall St. Rank hold IDXX as of Q4 2023.

  • Evelyn V. Moreno held 419 shares of Idexx Laboratories worth $233K as of Q4 2023.
  • Idexx Laboratories was a new Evelyn V. Moreno position in Q4 2023.
  • Idexx Laboratories made up 0.11% of Evelyn V. Moreno's portfolio in Q4 2023, its #126 holding.
  • Evelyn V. Moreno first reported a position in Idexx Laboratories in Q1 2023 and has held it in 3 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.