Ownership history in 2Xideas AG Β· 20 quarters on record
This page tracks every 13F SEC filing in which 2Xideas AG reported a position in MSCI INC (MSCI). 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 β5.4% annually on this MSCI position. Timing score: 37% (7/19 decisions correct). Average cost basis: $461.69. Maximum drawdown during holding period: β32.4%.
β Significantly underperformed the S&P 500 by 5.4% ann.
19 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 19 add/trim decisions correct
Best entry: $397.47 (2021 Q1) Β· Worst: $590.16 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 11 trims. Bought during 3 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.37% 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