HP
INVX

Harvey Partners’s Innovex International INVX Stock Holding History

Harvey Partners’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-152,000
Closed -$3.42M – 44
2024
Q1 		$3.42M Buy
152,000
+32,000
+27% +$700K 0.36% 40
2023
Q4 		$2.79M Buy
+120,000
New +$2.82M 0.32% 40
2014
Q3 		– Sell
-35,000
Closed -$3.82M – 59
2014
Q2 		$3.82M Buy
+35,000
New +$3.76M 2.05% 19

Other funds holding INVX

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Harvey Partners's INVX Position: Q2 2024 in Review

Harvey Partners sold out of Innovex International (INVX) in Q2 2024, closing a stake of 152,000 shares — an estimated $3.42M sold.

Harvey Partners first reported a position in INVX in Q2 2014 and held it in 3 quarters. The position peaked at $3.82M in Q2 2014. 177 funds tracked by Wall St. Rank hold INVX as of Q2 2024.

  • Harvey Partners reported no remaining Innovex International position as of Q2 2024 after selling out during the quarter.
  • Harvey Partners sold 152,000 Innovex International shares in Q2 2024, an estimated $3.42M.
  • Harvey Partners first reported a position in Innovex International in Q2 2014 and held it in 3 quarters.
  • Harvey Partners's Innovex International position peaked at $3.82M in Q2 2014.
  • 177 funds tracked by Wall St. Rank held Innovex International as of Q2 2024.

Based on Harvey Partners's 13F filing for Q2 2024, filed 14 Aug 2024.