Freestone Capital Holdings’s Edwards Lifesciences EW Stock Holding History

Freestone Capital Holdings’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	-2,796	Closed	-$266K	–	398
2022 Q2	$266K	Sell	2,796 -3,182	-53%	-$329K	0.01%	348
2022 Q1	$704K	Buy	5,978 +996	+20%	+$112K	0.03%	290
2021 Q4	$645K	Buy	4,982 +996	+25%	+$116K	0.03%	281
2021 Q3	$451K	Buy	3,986 +892	+29%	+$102K	0.02%	295
2021 Q2	$320K	Buy	3,094 +172	+6%	+$16.2K	0.02%	329
2021 Q1	$244K	Buy	2,922 +856	+41%	+$72.4K	0.01%	357
2020 Q4	$188K	Buy	2,066 +544	+36%	+$45.1K	0.01%	354
2020 Q3	$121K	Buy	+1,522	New	+$119K	0.01%	376

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 $3.37T AUM 44.26% 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

Freestone Capital Holdings's EW Position: Q3 2022 in Review

Freestone Capital Holdings sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 2,796 shares — an estimated $266K sold.

Freestone Capital Holdings first reported a position in EW in Q3 2020 and held it in 8 quarters. The position peaked at $704K in Q1 2022. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

Freestone Capital Holdings reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
Freestone Capital Holdings sold 2,796 Edwards Lifesciences shares in Q3 2022, an estimated $266K.
Freestone Capital Holdings first reported a position in Edwards Lifesciences in Q3 2020 and held it in 8 quarters.
Freestone Capital Holdings's Edwards Lifesciences position peaked at $704K in Q1 2022.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Freestone Capital Holdings's 13F filing for Q3 2022, filed 9 Nov 2022.