Current Value of Holding

$89.3 Million

Shares

384 Thousand

% of Portfolio

0.35%

Average Buy Price

$214

Avg closing price
Price range

5 Terry Smith Idex Trades

Terry Smith's position in Idex is currently worth $89.3 Million. That's 0.35% of their equity portfolio (27th largest holding). Terry Smith started to build up the position in Idex in Q3 2022 and continued to invest until Q2 2023. Since then they sold 7.13 Thousand shares. The stake costed the investor $82.1 Million, netting the investor a gain of 8.8% so far.

Avg closing price
Price range
Sold 1.3% shares (-5.01 Thousand shares) Q4 2023
Avg closing price $201.71
Price range $187.00 - $217.11
Sold 0.5% shares (-2.12 Thousand shares) Q3 2023
Avg closing price $216.94
Price range $203.81 - $228.73
Increased shares by 48.3% (+127 Thousand shares) Q2 2023
Avg closing price $210.22
Price range $199.16 - $229.23
Increased shares by 174.9% (+168 Thousand shares) Q4 2022
Avg closing price $223.48
Price range $197.11 - $242.05
New holding (+95.9 Thousand shares) Q3 2022
Avg closing price $202.15
Price range $181.36 - $217.63

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