Ownership history in Bison Wealth, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in IDEX CORP (IEX). 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 Bison Wealth, LLC outperformed the S&P 500 by +2.0% annually on this IEX position. Timing score: 56% (5/9 decisions correct). Average cost basis: $76.38. Maximum drawdown during holding period: β22.7%.
β
Outperformed SPY on this position by 2.0% ann.
24 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $72.59 (2016 Q2) Β· Worst: $147.24 (2020 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 6 trims. Bought during 1 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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