Fund Management at Engine No 1’s Edwards Lifesciences EW Stock Holding History

Fund Management at Engine No 1’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	-8,693	Closed	-$602K	–	151
2023 Q3	$602K	Buy	8,693 +801	+10%	+$64.4K	0.09%	193
2023 Q2	$744K	Buy	7,892 +396	+5%	+$34.4K	0.14%	151
2023 Q1	$620K	Buy	7,496 +690	+10%	+$54.2K	0.12%	156
2022 Q4	$508K	Buy	6,806 +847	+14%	+$65.3K	0.12%	166
2022 Q3	$492K	Buy	+5,959	New	+$573K	0.14%	144
2022 Q2	–	Sell	-5,286	Closed	-$547K	–	355
2022 Q1	$622K	Buy	+5,286	New	+$593K	0.16%	133

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

Fund Management at Engine No 1's EW Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 8,693 shares — an estimated $602K sold.

Fund Management at Engine No 1 first reported a position in EW in Q1 2022 and held it in 6 quarters. The position peaked at $744K in Q2 2023. 1,244 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 8,693 Edwards Lifesciences shares in Q4 2023, an estimated $602K.
Fund Management at Engine No 1 first reported a position in Edwards Lifesciences in Q1 2022 and held it in 6 quarters.
Fund Management at Engine No 1's Edwards Lifesciences position peaked at $744K in Q2 2023.
1,244 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.