Callan Capital’s Edwards Lifesciences EW Stock Holding History

Callan Capital’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
2024 Q1	–	Sell	-27,756	Closed	-$2.12M	–	300
2023 Q4	$2.12M	Buy	+27,756	New	+$1.93M	0.2%	59

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Callan Capital's EW Position: Q1 2024 in Review

Callan Capital sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 27,756 shares — an estimated $2.12M sold.

Callan Capital first reported a position in EW in Q4 2023 and held it in 1 quarter. The position peaked at $2.12M in Q4 2023. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Callan Capital reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
Callan Capital sold 27,756 Edwards Lifesciences shares in Q1 2024, an estimated $2.12M.
Callan Capital first reported a position in Edwards Lifesciences in Q4 2023 and held it in 1 quarter.
Callan Capital's Edwards Lifesciences position peaked at $2.12M in Q4 2023.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Callan Capital's 13F filing for Q1 2024, filed 3 May 2024.