Clare Market Investments’s Edwards Lifesciences EW Stock Holding History

Clare Market Investments’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
2025 Q2	–	Sell	-3,110	Closed	-$225K	–	151
2025 Q1	$225K	Sell	3,110 -324	-9%	-$23.2K	0.06%	122
2024 Q4	$254K	Hold	3,434	–	–	0.06%	127
2024 Q3	$227K	Buy	3,434 +700	+26%	+$50.9K	0.06%	141
2024 Q2	$253K	Buy	2,734 +124	+5%	+$11K	0.07%	122
2024 Q1	$249K	Buy	+2,610	New	+$219K	0.08%	132
2023 Q3	–	Sell	-2,760	Closed	-$260K	–	138
2023 Q2	$260K	Hold	2,760	–	–	0.1%	104
2023 Q1	$228K	Hold	2,760	–	–	0.1%	106
2022 Q4	$206K	Hold	2,760	–	–	0.1%	119
2022 Q3	$228K	Hold	2,760	–	–	0.1%	116
2022 Q2	$262K	Sell	2,760 -1,200	-30%	-$124K	0.11%	106
2022 Q1	$466K	Sell	3,960 -300	-7%	-$33.7K	0.15%	84
2021 Q4	$552K	Hold	4,260	–	–	0.15%	75
2021 Q3	$482K	Hold	4,260	–	–	0.14%	80
2021 Q2	$441K	Hold	4,260	–	–	0.14%	77
2021 Q1	$356K	Sell	4,260 -900	-17%	-$76.1K	0.13%	84
2020 Q4	$471K	Hold	5,160	–	–	0.2%	60
2020 Q3	$412K	Hold	5,160	–	–	0.2%	62
2020 Q2	$357K	Hold	5,160	–	–	0.21%	57
2020 Q1	$324K	Sell	5,160 -1,050	-17%	-$75.7K	0.27%	55
2019 Q4	$483K	Hold	6,210	–	–	0.35%	55
2019 Q3	$455K	Buy	6,210 +405	+7%	+$28.4K	0.43%	46
2019 Q2	$357K	Sell	5,805 -600	-9%	-$36.3K	0.28%	67
2019 Q1	$408K	Buy	6,405 +1,155	+22%	+$65.9K	0.36%	64
2018 Q4	$268K	Buy	+5,250	New	+$266K	0.35%	57

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Clare Market Investments's EW Position: Q2 2025 in Review

Clare Market Investments sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 3,110 shares — an estimated $225K sold.

Clare Market Investments first reported a position in EW in Q4 2018 and held it in 24 quarters. The position peaked at $552K in Q4 2021. 1,261 funds tracked by Wall St. Rank hold EW as of Q2 2025.

Clare Market Investments reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
Clare Market Investments sold 3,110 Edwards Lifesciences shares in Q2 2025, an estimated $225K.
Clare Market Investments first reported a position in Edwards Lifesciences in Q4 2018 and held it in 24 quarters.
Clare Market Investments's Edwards Lifesciences position peaked at $552K in Q4 2021.
1,261 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Clare Market Investments's 13F filing for Q2 2025, filed 10 Jul 2025.