Number of Shares
332,322.00
Current Holdings Value*
$81.09 Mil
% of Portfolio
0.22%
Total Estimate Gain
$63.10 Mil
% of Total Estimate Gain
108.87%
Ron Baron's IDEX Corp Holding Summary
As of 2024-03-31, Baron Funds held 332,322.00 shares of IDEX Corp(IEX), totaling $81.09 Mil. This investment constitutes 0.22% of their stock portfolio, and Baron Funds now holds 0.44% 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 23 sales at an average price of $156.45 for 332,975.00 shares. Based on historical transaction data and IEX's current price of $207.54, Ron Baron's estimated gain on his IEX holdings is $63.10 Mil, reflecting a 108.87% gain to date.
Ron Baron IEX ($207.54) Holding Chart
Ron Baron IEX ($207.54) 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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