Jefferies Group's IEX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 4.3K shares of IDEX Corporation (IEX) worth $697,589, representing 0.00% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in IEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 7.1K shares. Largest reduction occurred in Q4 2023, reducing 5.2K shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's IDEX Corporation (IEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly IDEX Corporation (IEX) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +2,976 | New Buy | 2,976 | $121.30 |
| Q4 2017 | -461 | Reduce 15.49% | 2,515 | $132.01 |
| Q1 2018 | +7,061 | Add 280.76% | 9,576 | $142.54 |
| Q2 2018 | -532 | Reduce 5.56% | 9,044 | $136.44 |
| Q3 2018 | -4 | Reduce 0.04% | 9,040 | $150.66 |
| Q4 2018 | +1,179 | Add 13.04% | 10,219 | $126.24 |
| Q1 2019 | -3,423 | Reduce 33.50% | 6,796 | $151.71 |
| Q2 2019 | -6,796 | Sold Out | 6,796 | $0.00 |
| Q4 2023 | +1,630 | New Buy | 1,630 | $217.11 |
| Q1 2024 | -230 | Reduce 14.11% | 1,400 | $244.02 |
| Q2 2024 | -1,400 | Sold Out | 1,400 | $0.00 |
| Q1 2025 | +5,881 | New Buy | 5,881 | $180.97 |
| Q2 2025 | -1,395 | Reduce 23.72% | 4,486 | $175.57 |
| Q3 2025 | -200 | Reduce 4.46% | 4,286 | $162.76 |
Jefferies Group's IDEX Corporation Investment FAQs
Jefferies Group first purchased IDEX Corporation (IEX) in Q3 2017, acquiring 2,976 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held IDEX Corporation (IEX) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to IDEX Corporation (IEX) was in Q1 2018, adding 9,576 shares worth $1.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 4,286 shares of IDEX Corporation (IEX), valued at approximately $697,589. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, IDEX Corporation (IEX) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in IDEX Corporation (IEX) was 10,219 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.