Boit C.F. David’s Edwards Lifesciences EW Stock Holding History

Boit C.F. David’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 Q3	–	Sell	-650	Closed	-$61.3K	–	108
2023 Q2	$61.3K	Hold	650	–	–	0.04%	93
2023 Q1	$56.2K	Hold	650	–	–	0.04%	94
2022 Q4	$48.5K	Hold	650	–	–	0.03%	93
2022 Q3	$54K	Buy	+650	New	+$62.5K	0.04%	90
2022 Q1	$77K	Hold	650	–	–	0.05%	89
2021 Q4	$84K	Hold	650	–	–	0.05%	92
2021 Q3	$73K	Hold	650	–	–	0.05%	96
2021 Q2	$67K	Buy	+650	New	+$61.3K	0.05%	84

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boit C.F. David's EW Position: Q3 2023 in Review

Boit C.F. David sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 650 shares — an estimated $61.3K sold.

Boit C.F. David first reported a position in EW in Q2 2021 and held it in 8 quarters. The position peaked at $84K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Boit C.F. David reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Boit C.F. David sold 650 Edwards Lifesciences shares in Q3 2023, an estimated $61.3K.
Boit C.F. David first reported a position in Edwards Lifesciences in Q2 2021 and held it in 8 quarters.
Boit C.F. David's Edwards Lifesciences position peaked at $84K in Q4 2021.
1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Boit C.F. David's 13F filing for Q3 2023, filed 23 Oct 2023.