Dennis R. Delaney’s Edwards Lifesciences EW Stock Holding History

Dennis R. Delaney’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	-4,125	Closed	-$286K	–	44
2023 Q3	$286K	Buy	4,125 +490	+13%	+$39.4K	0.18%	43
2023 Q2	$343K	Buy	3,635 +70	+2%	+$6.08K	0.21%	46
2023 Q1	$295K	Buy	3,565 +845	+31%	+$66.4K	0.25%	46
2022 Q4	$203K	Sell	2,720 -175	-6%	-$13.5K	0.18%	49
2022 Q3	$239K	Buy	+2,895	New	+$279K	0.23%	49
2017 Q4	–	Sell	-6,660	Closed	-$243K	–	61
2017 Q3	$243K	Hold	6,660	–	–	0.47%	47
2017 Q2	$262K	Sell	6,660 -150	-2%	-$5.47K	0.53%	44
2017 Q1	$214K	Hold	6,810	–	–	0.45%	49
2016 Q4	$213K	Sell	6,810 -750	-10%	-$24.3K	0.46%	47
2016 Q3	$304K	Sell	7,560 -252	-3%	-$9.49K	0.65%	39
2016 Q2	$260K	Hold	7,812	–	–	0.56%	41
2016 Q1	$230K	Hold	7,812	–	–	0.5%	45
2015 Q4	$206K	Buy	+7,812	New	+$203K	0.46%	48

Other funds holding EW

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dennis R. Delaney's EW Position: Q4 2023 in Review

Dennis R. Delaney sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 4,125 shares — an estimated $286K sold.

Dennis R. Delaney first reported a position in EW in Q4 2015 and held it in 13 quarters. The position peaked at $343K in Q2 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Dennis R. Delaney reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Dennis R. Delaney sold 4,125 Edwards Lifesciences shares in Q4 2023, an estimated $286K.
Dennis R. Delaney first reported a position in Edwards Lifesciences in Q4 2015 and held it in 13 quarters.
Dennis R. Delaney's Edwards Lifesciences position peaked at $343K in Q2 2023.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Dennis R. Delaney's 13F filing for Q4 2023, filed 14 Feb 2024.