Ron Baron IEX Holdings History

Number of Shares
222,991.00
Current Holdings Value*
$40.35 Mil
% of Portfolio
0.12%
Total Estimate Gain
$57.10 Mil
% of Total Estimate Gain
98.51%

Ron Baron's IDEX Corp Holding Summary

As of 2025-03-31, Baron Funds held 222,991.00 shares of IDEX Corp(IEX), totaling $40.35 Mil. This investment constitutes 0.12% of their stock portfolio, and Baron Funds now holds 0.3% of the outstanding IDEX Corp(IEX) stock.

The initial trade took place in 2014Q3. And since then Ron Baron has made 12 purchases of IEX, at an average price of $87.12, for a total of 665,297.00 shares. In addition, there have been 27 sales at an average price of $168.64 for 442,306.00 shares. Based on historical transaction data and IEX's current price of $181.47, Ron Baron's estimated gain on his IEX holdings is $57.10 Mil, reflecting a 98.51% gain to date.

Ron Baron IEX ($181.47) Holding Chart

Ron Baron IEX ($181.47) 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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