Lee Financial’s Idexx Laboratories IDXX Stock Holding History

Lee Financial’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	-5	Closed	-$2.78K	–	475
2023 Q4	$2.78K	Hold	5	–	–	﹤0.01%	682
2023 Q3	$2.19K	Hold	5	–	–	﹤0.01%	661
2023 Q2	$2.51K	Hold	5	–	–	﹤0.01%	618
2023 Q1	$2.5K	Sell	5 -1	-17%	-$479	﹤0.01%	632
2022 Q4	$2.45K	Buy	6 +5	+500%	+$1.94K	﹤0.01%	654
2022 Q3	$0	Hold	1	–	–	﹤0.01%	904
2022 Q2	$0	Buy	+1	New	+$408	﹤0.01%	911
2022 Q1	–	Sell	-4	Closed	-$3K	–	853
2021 Q4	$3K	Buy	+4	New	+$2.51K	﹤0.01%	672
2018 Q2	–	Sell	-45	Closed	-$9K	–	805
2018 Q1	$9K	Hold	45	–	–	﹤0.01%	495
2017 Q4	$7K	Hold	45	–	–	﹤0.01%	398
2017 Q3	$7K	Hold	45	–	–	﹤0.01%	387
2017 Q2	$7K	Sell	45 -15	-25%	-$2.44K	﹤0.01%	375
2017 Q1	$9K	Hold	60	–	–	﹤0.01%	290
2016 Q4	$7K	Buy	+60	New	+$6.85K	﹤0.01%	343

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 $3.38T AUM 44.17% 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

Lee Financial's IDXX Position: Q1 2024 in Review

Lee Financial sold out of Idexx Laboratories (IDXX) in Q1 2024, closing a stake of 5 shares — an estimated $2.78K sold.

Lee Financial first reported a position in IDXX in Q4 2016 and held it in 14 quarters. The position peaked at $9K in Q1 2018. 1,149 funds tracked by Wall St. Rank hold IDXX as of Q1 2024.

Lee Financial reported no remaining Idexx Laboratories position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 5 Idexx Laboratories shares in Q1 2024, an estimated $2.78K.
Lee Financial first reported a position in Idexx Laboratories in Q4 2016 and held it in 14 quarters.
Lee Financial's Idexx Laboratories position peaked at $9K in Q1 2018.
1,149 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.