Schechter Investment Advisors’s Idexx Laboratories IDXX Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$203K	Sell	483 -13	-3%	-$5.64K	0.02%	552
2024 Q4	$205K	Buy	496 +39	+9%	+$17.1K	0.02%	571
2024 Q3	$231K	Buy	457 +10	+2%	+$4.86K	0.02%	556
2024 Q2	$218K	Sell	447 -64	-13%	-$32.1K	0.02%	545
2024 Q1	$276K	Buy	511 +50	+11%	+$27.3K	0.02%	511
2023 Q4	$256K	Buy	+461	New	+$216K	0.02%	499
2023 Q3	–	Sell	-504	Closed	-$253K	–	652
2023 Q2	$253K	Buy	504 +18	+4%	+$8.63K	0.02%	526
2023 Q1	$243K	Buy	+486	New	+$233K	0.02%	571
2022 Q2	–	Sell	-533	Closed	-$291K	–	978
2022 Q1	$291K	Buy	533 +30	+6%	+$15.8K	0.03%	720
2021 Q4	$331K	Buy	+503	New	+$316K	0.03%	648

Other funds holding IDXX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Schechter Investment Advisors's IDXX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Idexx Laboratories (IDXX) stake by 2.6% in Q1 2025, selling an estimated $5.64K and leaving 483 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #552.

Schechter Investment Advisors first reported a position in IDXX in Q4 2021 and has held it in 10 quarters since. The position peaked at $331K in Q4 2021. 1,142 funds tracked by Wall St. Rank hold IDXX as of Q1 2025.

Schechter Investment Advisors held 483 shares of Idexx Laboratories worth $203K as of Q1 2025.
Schechter Investment Advisors sold 13 Idexx Laboratories shares in Q1 2025, an estimated $5.64K.
Idexx Laboratories made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #552 holding.
Schechter Investment Advisors first reported a position in Idexx Laboratories in Q4 2021 and has held it in 10 quarters since.
Schechter Investment Advisors's Idexx Laboratories position peaked at $331K in Q4 2021.
1,142 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.