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Biltmore Family Office’s Edwards Lifesciences EW Stock Holding History

Biltmore Family Office’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
Q2 		– Sell
-10,133
Closed -$838K – 239
2023
Q1 		$838K Buy
10,133
+950
+10% +$74.7K 0.18% 82
2022
Q4 		$685K Buy
+9,183
New +$708K 0.14% 93

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Wellington Management Group
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Brown Advisory
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Biltmore Family Office's EW Position: Q2 2023 in Review

Biltmore Family Office sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 10,133 shares — an estimated $838K sold.

Biltmore Family Office first reported a position in EW in Q4 2022 and held it in 2 quarters. The position peaked at $838K in Q1 2023. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

  • Biltmore Family Office reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
  • Biltmore Family Office sold 10,133 Edwards Lifesciences shares in Q2 2023, an estimated $838K.
  • Biltmore Family Office first reported a position in Edwards Lifesciences in Q4 2022 and held it in 2 quarters.
  • Biltmore Family Office's Edwards Lifesciences position peaked at $838K in Q1 2023.
  • 1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Biltmore Family Office's 13F filing for Q2 2023, filed 7 Aug 2023.