SEC 13F Intelligence

Jade Capital Advisors, LLC / IEX

Jade Capital Advisors, LLC’s Idex Corp Position

Does Jade Capital Advisors, LLC own Idex Corp (IEX)? Yes — 10.0K shares worth $2M (+1.35% of its 13F portfolio) as of Q3 2024, up from 5.0K shares the prior filed quarter.

Position Value
$2M
Q3 2024
Shares
10.0K
% of Portfolio
+1.35%
Quarters Held
7
currently held

Position History IEX

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $2MQ3 ’20Q1 ’23: $1MQ1 ’23Q3 ’23: $2MQ3 ’23Q4 ’23: $1MQ4 ’23Q3 ’24: $2MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202410.0K$2M+1.35%
Q4 20235.0K$1M+0.65%
Q3 20237.5K$2M+1.40%
Q1 20235.0K$1M+1.60%
Q3 202010.0K$2M+1.84%
Q2 202020.0K$3M+3.11%
Q1 202015.0K$2M+2.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jade Capital Advisors, LLC’s full portfolio or all institutional holders of IEX.