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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

IEX holding history

Idex Corp in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IEX overviewAll 13F holders of IEXFull Q4 2023 holdings

Shares (Q4 2023)
5,400
Value
$1.17M
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of IEX by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20235,400$1.17M<0.1%00.0%UnchangedHolders
Q3 20235,400$1.12M<0.1%00.0%UnchangedHolders
Q2 20235,400$1.16M<0.1%−250−4.4%ReducedHolders
Q1 20235,650$1.30M<0.1%00.0%UnchangedHolders
Q4 20225,650$1.29M<0.1%00.0%UnchangedHolders
Q3 20225,650$1.13M<0.1%00.0%UnchangedHolders
Q2 20225,650$1.03M<0.1%00.0%UnchangedHolders
Q1 20225,650$1.08M<0.1%00.0%UnchangedHolders
Q4 20215,650$1.33M<0.1%+2,500+79.4%AddedHolders
Q3 20213,150$652.0K<0.1%00.0%UnchangedHolders
Q2 20213,150$693.0K<0.1%−100−3.1%ReducedHolders
Q1 20213,250$680.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.