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Alpha DNA Investment Management’s Edwards Lifesciences EW Stock Holding History

Alpha DNA Investment Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,390
Closed -$235K – 206
2023
Q3 		$235K Sell
3,390
-11,056
-77% -$888K 0.1% 154
2023
Q2 		$1.36M Buy
+14,446
New +$1.26M 0.45% 35
2021
Q2 		– Sell
-41
Closed -$3K – 276
2021
Q1 		$3K Sell
41
-68
-62% -$5.75K ﹤0.01% 467
2020
Q4 		$9K Buy
+109
New +$9.04K 0.01% 307

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alpha DNA Investment Management's EW Position: Q4 2023 in Review

Alpha DNA Investment Management sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 3,390 shares — an estimated $235K sold.

Alpha DNA Investment Management first reported a position in EW in Q4 2020 and held it in 4 quarters. The position peaked at $1.36M in Q2 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Alpha DNA Investment Management reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Alpha DNA Investment Management sold 3,390 Edwards Lifesciences shares in Q4 2023, an estimated $235K.
  • Alpha DNA Investment Management first reported a position in Edwards Lifesciences in Q4 2020 and held it in 4 quarters.
  • Alpha DNA Investment Management's Edwards Lifesciences position peaked at $1.36M in Q2 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Alpha DNA Investment Management's 13F filing for Q4 2023, filed 12 Feb 2024.