Duality Advisers’s Edwards Lifesciences EW Stock Holding History

Duality Advisers’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	-58,790	Closed	-$4.07M	–	629
2023 Q3	$4.07M	Buy	+58,790	New	+$4.72M	0.49%	38
2022 Q4	–	Sell	-57,817	Closed	-$4.78M	–	645
2022 Q3	$4.78M	Buy	+57,817	New	+$5.56M	0.52%	35
2021 Q4	–	Sell	-36,939	Closed	-$4.18M	–	552
2021 Q3	$4.18M	Buy	+36,939	New	+$4.22M	0.32%	113
2021 Q1	–	Sell	-21,251	Closed	-$1.94M	–	574
2020 Q4	$1.94M	Sell	21,251 -94,319	-82%	-$7.82M	0.14%	223
2020 Q3	$9.22M	Buy	115,570 +58,791	+104%	+$4.59M	0.59%	28
2020 Q2	$3.92M	Buy	+56,779	New	+$4.04M	0.36%	68
2019 Q3	–	Sell	-5,310	Closed	-$327K	–	350
2019 Q2	$327K	Buy	+5,310	New	+$321K	0.03%	219
2019 Q1	–	Sell	-17,070	Closed	-$872K	–	233
2018 Q4	$872K	Buy	+17,070	New	+$864K	0.05%	181

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

Duality Advisers's EW Position: Q4 2023 in Review

Duality Advisers sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 58,790 shares — an estimated $4.07M sold.

Duality Advisers first reported a position in EW in Q4 2018 and held it in 8 quarters. The position peaked at $9.22M in Q3 2020. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Duality Advisers reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Duality Advisers sold 58,790 Edwards Lifesciences shares in Q4 2023, an estimated $4.07M.
Duality Advisers first reported a position in Edwards Lifesciences in Q4 2018 and held it in 8 quarters.
Duality Advisers's Edwards Lifesciences position peaked at $9.22M in Q3 2020.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.