Ownership history in Bridgewater Associates, LP Β· 20 quarters on record
This page tracks every 13F SEC filing in which Bridgewater Associates, LP reported a position in IDEX CORP COM (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 Bridgewater Associates, LP outperformed the S&P 500 by +6.5% annually on this IEX position. Timing score: 33% (6/18 decisions correct). Average cost basis: $39.39. Maximum drawdown during holding period: β28.1%.
π₯ Exceptional β beat the S&P 500 by 6.5% per year on this position.
18 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 18 add/trim decisions correct
Best entry: $22.82 (2010 Q2) Β· Worst: $207.20 (2021 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
13 adds Β· 7 trims. Bought during 5 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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