Ownership history in 2Xideas AG Β· 21 quarters on record
This page tracks every 13F SEC filing in which 2Xideas AG reported a position in IQVIA HLDGS INC (IQV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π 2Xideas AG underperformed the S&P 500 by β12.0% annually on this IQV position. Timing score: 55% (11/20 decisions correct). Average cost basis: $216.89. Maximum drawdown during holding period: β44.1%.
β Significantly underperformed the S&P 500 by 12.0% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 20 add/trim decisions correct
Best entry: $179.17 (2020 Q4) Β· Worst: $282.14 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 12 trims. Bought during 4 of 10 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.87% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size