Papp Small & Mid-Cap Growth Fund IEX Holdings History
Number of Shares
11,000.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
4.98%
Total Estimate Gain
$-374,990.00
% of Total Estimate Gain
-15.68%
Papp Small & Mid-Cap Growth Fund's IDEX Corp Holding Summary
As of 2025-02-28, Papp Investment Trust held 11,000.00 shares of IDEX Corp(IEX), totaling $2.14 Mil. This investment constitutes 4.98% of their stock portfolio, and Papp Investment Trust now holds 0.01% of the outstanding IDEX Corp(IEX) stock.
The initial trade took place in 2022Q1. Based on historical transaction data and IEX's current price of $183.38, Papp Small & Mid-Cap Growth Fund's estimated gain on his IEX holdings is $-374,990.00, reflecting a -15.68% gain to date.
Papp Small & Mid-Cap Growth Fund IEX ($183.38) Holding Chart
Papp Small & Mid-Cap Growth Fund IEX ($183.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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