AtonRa Partners’s Edwards Lifesciences EW Stock Holding History

AtonRa Partners’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	$213K	Sell	2,789 -312	-10%	-$21.7K	0.42%	106
2023 Q3	$215K	Buy	3,101 +9	+0.3%	+$723	0.45%	107
2023 Q2	$292K	Sell	3,092 -600	-16%	-$52.1K	0.45%	100
2023 Q1	$305K	Sell	3,692 -519	-12%	-$40.8K	0.45%	101
2022 Q4	$314K	Sell	4,211 -952	-18%	-$73.4K	0.4%	100
2022 Q3	$427K	Sell	5,163 -854	-14%	-$82.2K	0.42%	98
2022 Q2	$572K	Sell	6,017 -9,108	-60%	-$943K	0.53%	93
2022 Q1	$1.78M	Sell	15,125 -7,621	-34%	-$855K	0.97%	39
2021 Q4	$2.95M	Buy	22,746 +7,885	+53%	+$920K	1.02%	43
2021 Q3	$1.68M	Buy	14,861 +2,244	+18%	+$256K	0.56%	73
2021 Q2	$1.31M	Sell	12,617 -830	-6%	-$78.2K	0.48%	75
2021 Q1	$1.13M	Sell	13,447 -11,778	-47%	-$996K	0.5%	80
2020 Q4	$2.3M	Buy	+25,225	New	+$2.09M	1.13%	40

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AtonRa Partners's EW Position: Q4 2023 in Review

AtonRa Partners reduced its Edwards Lifesciences (EW) stake by 10% in Q4 2023, selling an estimated $21.7K and leaving 2,789 shares worth $213K. The position accounts for 0.42% of the portfolio, ranked #106.

AtonRa Partners first reported a position in EW in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.95M in Q4 2021. 1,244 funds tracked by Wall St. Rank hold EW as of Q4 2023.

AtonRa Partners held 2,789 shares of Edwards Lifesciences worth $213K as of Q4 2023.
AtonRa Partners sold 312 Edwards Lifesciences shares in Q4 2023, an estimated $21.7K.
Edwards Lifesciences made up 0.42% of AtonRa Partners's portfolio in Q4 2023, its #106 holding.
AtonRa Partners first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Edwards Lifesciences position peaked at $2.95M in Q4 2021.
1,244 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.