EAM
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Empirical Asset Management’s Edwards Lifesciences EW Stock Holding History

Empirical Asset 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
2025
Q3 		– Sell
-8,938
Closed -$699K – 380
2025
Q2 		$699K Buy
8,938
+1,670
+23% +$125K 0.22% 145
2025
Q1 		$527K Buy
7,268
+3,798
+109% +$272K 0.18% 173
2024
Q4 		$257K Buy
+3,470
New +$243K 0.09% 253
2024
Q3 		– Sell
-4,739
Closed -$438K – 327
2024
Q2 		$438K Buy
4,739
+120
+3% +$10.6K 0.16% 185
2024
Q1 		$441K Buy
+4,619
New +$388K 0.21% 126
2023
Q3 		– Sell
-3,585
Closed -$338K – 173
2023
Q2 		$338K Sell
3,585
-274
-7% -$23.8K 0.3% 108
2023
Q1 		$319K Buy
+3,859
New +$303K 0.31% 104

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return