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Sterling Financial Planning’s Idexx Laboratories IDXX Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-100
Closed -$62K – 232
2021
Q3 		$62K Hold
100
– – 0.04% 164
2021
Q2 		$63K Hold
100
– – 0.04% 152
2021
Q1 		$49K Hold
100
– – 0.03% 154
2020
Q4 		$50K Buy
+100
New +$44.7K 0.04% 143

Other funds holding IDXX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Financial Planning's IDXX Position: Q4 2021 in Review

Sterling Financial Planning sold out of Idexx Laboratories (IDXX) in Q4 2021, closing a stake of 100 shares — an estimated $62K sold.

Sterling Financial Planning first reported a position in IDXX in Q4 2020 and held it in 4 quarters. The position peaked at $63K in Q2 2021. 1,107 funds tracked by Wall St. Rank hold IDXX as of Q4 2021.

  • Sterling Financial Planning reported no remaining Idexx Laboratories position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 100 Idexx Laboratories shares in Q4 2021, an estimated $62K.
  • Sterling Financial Planning first reported a position in Idexx Laboratories in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Idexx Laboratories position peaked at $63K in Q2 2021.
  • 1,107 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.