MinichMacGregor Wealth Management’s Idexx Laboratories IDXX Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-33	Closed	-$13.5K	–	334
2022 Q4	$13.5K	Buy	+33	New	+$12.8K	﹤0.01%	379
2022 Q2	–	Sell	-3,715	Closed	-$2.03M	–	85
2022 Q1	$2.03M	Buy	3,715 +545	+17%	+$287K	0.65%	38
2021 Q4	$2.09M	Buy	3,170 +853	+37%	+$535K	0.64%	37
2021 Q3	$1.44M	Buy	2,317 +118	+5%	+$79.3K	0.48%	43
2021 Q2	$1.39M	Sell	2,199 -138	-6%	-$76.2K	0.49%	38
2021 Q1	$1.14M	Buy	2,337 +198	+9%	+$99.2K	0.43%	43
2020 Q4	$1.07M	Buy	2,139 +166	+8%	+$74.3K	0.44%	42
2020 Q3	$775K	Buy	1,973 +102	+5%	+$37.7K	0.37%	40
2020 Q2	$617K	Buy	+1,871	New	+$542K	0.34%	38

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

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

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

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

MinichMacGregor Wealth Management's IDXX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Idexx Laboratories (IDXX) in Q1 2023, closing a stake of 33 shares — an estimated $13.5K sold.

MinichMacGregor Wealth Management first reported a position in IDXX in Q2 2020 and held it in 9 quarters. The position peaked at $2.09M in Q4 2021. 1,055 funds tracked by Wall St. Rank hold IDXX as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Idexx Laboratories position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 33 Idexx Laboratories shares in Q1 2023, an estimated $13.5K.
MinichMacGregor Wealth Management first reported a position in Idexx Laboratories in Q2 2020 and held it in 9 quarters.
MinichMacGregor Wealth Management's Idexx Laboratories position peaked at $2.09M in Q4 2021.
1,055 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.