Gradient Investments’s Idexx Laboratories IDXX Stock Holding History

Gradient Investments’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 Q1	–	Sell	-3	Closed	-$1.67K	–	1517
2023 Q4	$1.67K	Hold	3	–	–	﹤0.01%	1281
2023 Q3	$1.31K	Hold	3	–	–	﹤0.01%	1293
2023 Q2	$1.51K	Buy	+3	New	+$1.44K	﹤0.01%	1229
2023 Q1	–	Sell	-1	Closed	-$408	–	1575
2022 Q4	$408	Sell	1 -4	-80%	-$1.55K	﹤0.01%	1322
2022 Q3	$2K	Buy	+5	New	+$1.84K	﹤0.01%	1143
2022 Q1	–	Sell	-100	Closed	-$66K	–	1252
2021 Q4	$66K	Hold	100	–	–	﹤0.01%	430
2021 Q3	$62K	Hold	100	–	–	﹤0.01%	453
2021 Q2	$63K	Hold	100	–	–	﹤0.01%	441
2021 Q1	$49K	Hold	100	–	–	﹤0.01%	466
2020 Q4	$39K	Hold	100	–	–	﹤0.01%	442
2020 Q3	$39K	Buy	+100	New	+$37K	﹤0.01%	447
2020 Q2	–	Sell	-100	Closed	-$24K	–	1111
2020 Q1	$24K	Hold	100	–	–	﹤0.01%	474
2019 Q4	$26K	Buy	100 +95	+1,900%	+$25K	﹤0.01%	525
2019 Q3	$1K	Buy	+5	New	+$1.39K	﹤0.01%	1008

Other funds holding IDXX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments's IDXX Position: Q1 2024 in Review

Gradient Investments sold out of Idexx Laboratories (IDXX) in Q1 2024, closing a stake of 3 shares — an estimated $1.67K sold.

Gradient Investments first reported a position in IDXX in Q3 2019 and held it in 14 quarters. The position peaked at $66K in Q4 2021. 1,149 funds tracked by Wall St. Rank hold IDXX as of Q1 2024.

Gradient Investments reported no remaining Idexx Laboratories position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 3 Idexx Laboratories shares in Q1 2024, an estimated $1.67K.
Gradient Investments first reported a position in Idexx Laboratories in Q3 2019 and held it in 14 quarters.
Gradient Investments's Idexx Laboratories position peaked at $66K in Q4 2021.
1,149 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.