Disciplined Investments’s Edwards Lifesciences EW Stock Holding History

Disciplined 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
2023 Q3	–	Sell	-16	Closed	-$1.51K	–	570
2023 Q2	$1.51K	Buy	16 +6	+60%	+$521	﹤0.01%	779
2023 Q1	$827	Buy	10 +3	+43%	+$236	﹤0.01%	1044
2022 Q4	$522	Sell	7 -5	-42%	-$385	﹤0.01%	1181
2022 Q3	$1K	Buy	12 +1	+9%	+$96	﹤0.01%	882
2022 Q2	$1K	Sell	11 -5	-31%	-$518	﹤0.01%	898
2022 Q1	$2K	Buy	+16	New	+$1.79K	﹤0.01%	683
2020 Q1	–	Sell	-27	Closed	-$2K	–	436
2019 Q4	$2K	Buy	+27	New	+$2.11K	﹤0.01%	383

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Disciplined Investments's EW Position: Q3 2023 in Review

Disciplined Investments sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 16 shares — an estimated $1.51K sold.

Disciplined Investments first reported a position in EW in Q4 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Disciplined Investments reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 16 Edwards Lifesciences shares in Q3 2023, an estimated $1.51K.
Disciplined Investments first reported a position in Edwards Lifesciences in Q4 2019 and held it in 7 quarters.
Disciplined Investments's Edwards Lifesciences position peaked at $2K in Q1 2022.
1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.