Ownership history in XXEC, Inc. Β· 12 quarters on record
This page tracks every 13F SEC filing in which XXEC, Inc. reported a position in Nordson Corp (NDSN). 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 XXEC, Inc. underperformed the S&P 500 by β16.5% annually on this NDSN position. Timing score: 60% (6/10 decisions correct). Average cost basis: $202.11. Maximum drawdown during holding period: β25.6%.
β Significantly underperformed the S&P 500 by 16.5% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 10 add/trim decisions correct
Best entry: $180.43 (2020 Q3) Β· Worst: $216.11 (2023 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 8 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π XXEC, Inc. has been actively increasing its NDSN allocation β a bullish signal from insiders.
Currently 7.34% 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