Echo Street Capital Management’s Edwards Lifesciences EW Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-11,166	Closed	-$774K	–	155
2023 Q3	$774K	Buy	+11,166	New	+$897K	0.01%	181
2023 Q1	–	Sell	-4,205	Closed	-$314K	–	526
2022 Q4	$314K	Buy	4,205 +1,717	+69%	+$132K	﹤0.01%	398
2022 Q3	$206K	Buy	+2,488	New	+$239K	﹤0.01%	485
2020 Q3	–	Sell	-24,023	Closed	-$1.66M	–	205
2020 Q2	$1.66M	Buy	+24,023	New	+$1.71M	0.02%	204

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Echo Street Capital Management's EW Position: Q4 2023 in Review

Echo Street Capital Management sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 11,166 shares — an estimated $774K sold.

Echo Street Capital Management first reported a position in EW in Q2 2020 and held it in 4 quarters. The position peaked at $1.66M in Q2 2020. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Echo Street Capital Management reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 11,166 Edwards Lifesciences shares in Q4 2023, an estimated $774K.
Echo Street Capital Management first reported a position in Edwards Lifesciences in Q2 2020 and held it in 4 quarters.
Echo Street Capital Management's Edwards Lifesciences position peaked at $1.66M in Q2 2020.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.