Donaldson Capital Management’s Edwards Lifesciences EW Stock Holding History

Donaldson 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 Q3	–	Sell	-4,162	Closed	-$396K	–	226
2022 Q2	$396K	Sell	4,162 -634	-13%	-$65.6K	0.02%	176
2022 Q1	$565K	Sell	4,796 -1,552	-24%	-$174K	0.03%	164
2021 Q4	$822K	Sell	6,348 -90	-1%	-$10.5K	0.04%	138
2021 Q3	$729K	Sell	6,438 -26	-0.4%	-$2.97K	0.04%	139
2021 Q2	$669K	Sell	6,464 -678	-9%	-$63.9K	0.03%	142
2021 Q1	$597K	Sell	7,142 -19	-0.3%	-$1.61K	0.03%	153
2020 Q4	$653K	Sell	7,161 -1,702	-19%	-$141K	0.04%	130
2020 Q3	$707K	Buy	+8,863	New	+$692K	0.05%	111

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Donaldson Capital Management's EW Position: Q3 2022 in Review

Donaldson Capital Management sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 4,162 shares — an estimated $396K sold.

Donaldson Capital Management first reported a position in EW in Q3 2020 and held it in 8 quarters. The position peaked at $822K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

Donaldson Capital Management reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
Donaldson Capital Management sold 4,162 Edwards Lifesciences shares in Q3 2022, an estimated $396K.
Donaldson Capital Management first reported a position in Edwards Lifesciences in Q3 2020 and held it in 8 quarters.
Donaldson Capital Management's Edwards Lifesciences position peaked at $822K in Q4 2021.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Donaldson Capital Management's 13F filing for Q3 2022, filed 13 Oct 2022.