Columbia Asset Management’s Edwards Lifesciences EW Stock Holding History

Columbia 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
2022 Q4	–	Sell	-2,960	Closed	-$245K	–	170
2022 Q3	$245K	Hold	2,960	–	–	0.06%	148
2022 Q2	$281K	Buy	+2,960	New	+$306K	0.07%	144
2021 Q4	$383K	Hold	2,960	–	–	0.08%	145
2021 Q3	$335K	Hold	2,960	–	–	0.07%	150
2021 Q2	$307K	Sell	2,960 -60	-2%	-$5.66K	0.07%	150
2021 Q1	$253K	Buy	3,020 +350	+13%	+$29.6K	0.05%	162
2020 Q4	$244K	Hold	2,670	–	–	0.05%	161
2020 Q3	$213K	Sell	2,670 -225	-8%	-$17.6K	0.05%	156
2020 Q2	$200K	Sell	2,895 -1,845	-39%	-$131K	0.05%	146
2020 Q1	$298K	Sell	4,740 -2,865	-38%	-$207K	0.07%	122
2019 Q4	$5.91K	Buy	7,605 +105	+1%	+$8.2K	0.14%	111
2019 Q3	$550K	Sell	7,500 -1,215	-14%	-$85.3K	0.14%	111
2019 Q2	$537K	Buy	+8,715	New	+$527K	0.14%	110

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Columbia Asset Management's EW Position: Q4 2022 in Review

Columbia Asset Management sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 2,960 shares — an estimated $245K sold.

Columbia Asset Management first reported a position in EW in Q2 2019 and held it in 13 quarters. The position peaked at $550K in Q3 2019. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Columbia Asset Management reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
Columbia Asset Management sold 2,960 Edwards Lifesciences shares in Q4 2022, an estimated $245K.
Columbia Asset Management first reported a position in Edwards Lifesciences in Q2 2019 and held it in 13 quarters.
Columbia Asset Management's Edwards Lifesciences position peaked at $550K in Q3 2019.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Columbia Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.