Ron Baron IEX Holdings History

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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