Byrne Asset Management’s Edwards Lifesciences EW Stock Holding History

Byrne Asset 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	-17	Closed	-$1K	–	555
2023 Q3	$1K	Hold	17	–	–	﹤0.01%	502
2023 Q2	$2K	Hold	17	–	–	﹤0.01%	538
2023 Q1	$1K	Buy	+17	New	+$1.34K	﹤0.01%	576
2022 Q4	–	Sell	-600	Closed	-$50K	–	534
2022 Q3	$50K	Hold	600	–	–	0.04%	200
2022 Q2	$57K	Hold	600	–	–	0.04%	181
2022 Q1	$71K	Hold	600	–	–	0.04%	192
2021 Q4	$78K	Buy	+600	New	+$70K	0.05%	191

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Byrne Asset Management's EW Position: Q4 2023 in Review

Byrne Asset Management sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 17 shares — an estimated $1K sold.

Byrne Asset Management first reported a position in EW in Q4 2021 and held it in 7 quarters. The position peaked at $78K in Q4 2021. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Byrne Asset Management reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Byrne Asset Management sold 17 Edwards Lifesciences shares in Q4 2023, an estimated $1K.
Byrne Asset Management first reported a position in Edwards Lifesciences in Q4 2021 and held it in 7 quarters.
Byrne Asset Management's Edwards Lifesciences position peaked at $78K in Q4 2021.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Byrne Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.