IEX IDEX CORP

Ownership history in Premier Fund Managers Ltd  ·  12 quarters on record

AI Ownership Summary

Premier Fund Managers Ltd reported IDEX CORP (IEX) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.29% in 2024 Q3. The latest visible filing shows IEX at 1.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Premier Fund Managers Ltd's position in IDEX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IEX was reported at 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.29% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Premier Fund Managers Ltd held IEX — position size vs. price
% of Fund (quarterly)    IEX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 177,899 -83,689 -32.0% 1.84% $31.9M 2026-02-14 (Est.) $210.41
2025 Q3 REDUCED 261,588 -39,727 -13.2% 1.74% $42.5M 2025-11-10 $168.19
2025 Q2 ADDED 301,315 +1,193 +0.4% 1.94% $53.1M 2025-08-11 $156.29
2025 Q1 ADDED 300,122 +122 +0.0% 2.03% $54.3M 2025-05-08 $181.81
2024 Q4 UNCHANGED 300,000 0% 2.23% $62.6M 2025-02-12 $190.56
2024 Q3 ADDED 300,000 +80,000 +36.4% 2.29% $64.5M 2024-11-08 $224.28
2024 Q2 UNCHANGED 220,000 0% 1.77% $44.0M 2024-08-13 $190.34
2024 Q1 UNCHANGED 220,000 0% 2.14% $53.9M 2024-05-13 $219.09
2023 Q4 UNCHANGED 220,000 0% 2.06% $47.8M 2024-02-13 $217.97
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Premier Fund Managers Ltd and IEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Premier Fund Managers Ltd reported owning IEX?

Premier Fund Managers Ltd reported IEX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEX position in Premier Fund Managers Ltd's portfolio?

The largest reported portfolio weight for IEX was 2.29% in 2024 Q3.

What is the latest reported IEX position on this page?

The most recent filing on this page is 2025 Q4, when Premier Fund Managers Ltd reported 177,899 shares, equal to 1.84% of portfolio, with an estimated market value of $31.9M.

What does the chart on this IEX ownership page compare?

The chart compares Premier Fund Managers Ltd's quarterly IEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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