Current Value of Holding

$7.7 Million

Shares

33.9 Thousand

% of Portfolio

0.01%

Average Buy Price

$216

Avg closing price
Price range

40 Jim Simons Idex Trades

Jim Simons acquired 33.9 Thousand Idex shares worth $7.7 Million. That's 0.01% of their equity portfolio (1027th largest holding). The first Idex trade was made in Q2 2013. Since then Jim Simons bought shares 21 more times and sold shares on eighteen occasions. The stake costed the investor $7.33 Million, netting the investor a gain of 4.9% so far.

Avg closing price
Price range
Sold 86.4% shares (-216 Thousand shares) Q4 2023
Avg closing price $201.71
Price range $187.00 - $217.11
Sold 22.9% shares (-74.3 Thousand shares) Q3 2023
Avg closing price $216.94
Price range $203.81 - $228.73
Increased shares by 25.1% (+64.9 Thousand shares) Q2 2023
Avg closing price $210.22
Price range $199.16 - $229.23
Increased shares by 44.3% (+79.5 Thousand shares) Q1 2023
Avg closing price $227.01
Price range $215.74 - $239.68
Increased shares by 89.3% (+84.6 Thousand shares) Q4 2022
Avg closing price $223.48
Price range $197.11 - $242.05
Sold 61.4% shares (-151 Thousand shares) Q3 2022
Avg closing price $202.15
Price range $181.36 - $217.63
Increased shares by 26.4% (+51.3 Thousand shares) Q2 2022
Avg closing price $188.43
Price range $173.06 - $198.72
Increased shares by 34.1% (+49.4 Thousand shares) Q1 2022
Avg closing price $202.85
Price range $183.29 - $235.52
Increased shares by 51.0% (+48.9 Thousand shares) Q4 2021
Avg closing price $227.13
Price range $205.78 - $239.50
Increased shares by 7.8% (+6.9 Thousand shares) Q3 2021
Avg closing price $221.98
Price range $206.95 - $228.77
New holding (+89 Thousand shares) Q2 2021
Avg closing price $221.00
Price range $211.78 - $228.15
Sold -10.5 Thousand shares Q1 2021
Avg closing price $198.25
Price range $186.19 - $210.46
Sold 89.9% shares (-93.5 Thousand shares) Q4 2020
Avg closing price $190.12
Price range $168.73 - $199.20
Sold 22.9% shares (-30.9 Thousand shares) Q3 2020
Avg closing price $173.17
Price range $155.84 - $186.52
Sold 44.6% shares (-109 Thousand shares) Q2 2020
Avg closing price $152.83
Price range $133.20 - $167.29
Increased shares by 61.0% (+92.3 Thousand shares) Q1 2020
Avg closing price $156.89
Price range $114.00 - $176.81
Increased shares by 66.0% (+60.1 Thousand shares) Q4 2019
Avg closing price $161.82
Price range $152.31 - $173.36
Sold 1.2% shares (-1.13 Thousand shares) Q3 2019
Avg closing price $165.94
Price range $155.93 - $173.37
New holding (+92.2 Thousand shares) Q2 2019
Avg closing price $157.05
Price range $150.57 - $172.14
Sold -75.5 Thousand shares Q4 2018
Avg closing price $133.84
Price range $118.64 - $151.11

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