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Carderock Capital Management’s Edwards Lifesciences EW Stock Holding History

Carderock Capital 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
2022
Q4 		– Sell
-34,409
Closed -$2.84M – 65
2022
Q3 		$2.84M Sell
34,409
-20,227
-37% -$1.95M 1.45% 31
2022
Q2 		$5.2M Sell
54,636
-9,780
-15% -$1.01M 2.17% 14
2022
Q1 		$7.58M Sell
64,416
-1,404
-2% -$158K 2.45% 9
2021
Q4 		$8.53M Buy
65,820
+21,521
+49% +$2.51M 2.05% 20
2021
Q3 		$5.01M Buy
44,299
+1,050
+2% +$120K 1.41% 31
2021
Q2 		$4.48M Sell
43,249
-2,633
-6% -$248K 1.23% 39
2021
Q1 		$3.84M Buy
45,882
+50
+0.1% +$4.23K 1.15% 44
2020
Q4 		$4.18M Buy
45,832
+562
+1% +$46.6K 1.26% 39
2020
Q3 		$3.61M Buy
45,270
+2,179
+5% +$170K 1.22% 39
2020
Q2 		$2.98M Buy
43,091
+26,291
+156% +$1.87M 1.1% 43
2020
Q1 		$1.06M Sell
16,800
-135
-0.8% -$9.74K 0.48% 49
2019
Q4 		$1.32M Buy
+16,935
New +$1.32M 0.44% 57

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carderock Capital Management's EW Position: Q4 2022 in Review

Carderock Capital Management sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 34,409 shares — an estimated $2.84M sold.

Carderock Capital Management first reported a position in EW in Q4 2019 and held it in 12 quarters. The position peaked at $8.53M in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Carderock Capital Management reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Carderock Capital Management sold 34,409 Edwards Lifesciences shares in Q4 2022, an estimated $2.84M.
  • Carderock Capital Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 12 quarters.
  • Carderock Capital Management's Edwards Lifesciences position peaked at $8.53M in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Carderock Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.