Highland Capital Management (Tennessee)’s Edwards Lifesciences EW Stock Holding History

Highland Capital Management (Tennessee)’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	-15,548	Closed	-$1.08M	–	332
2023 Q3	$1.08M	Sell	15,548 -425	-3%	-$34.2K	0.07%	215
2023 Q2	$1.51M	Buy	+15,973	New	+$1.39M	0.1%	197
2023 Q1	–	Sell	-16,265	Closed	-$1.21M	–	282
2022 Q4	$1.21M	Buy	+16,265	New	+$1.25M	0.09%	216
2020 Q1	–	Sell	-18,396	Closed	-$1.43M	–	308
2019 Q4	$1.43M	Sell	18,396 -960	-5%	-$75K	0.1%	197
2019 Q3	$1.42M	Buy	+19,356	New	+$1.36M	0.11%	194
2018 Q3	–	Sell	-8,940	Closed	-$434K	–	331
2018 Q2	$434K	Sell	8,940 -9,300	-51%	-$434K	0.03%	305
2018 Q1	$848K	Buy	+18,240	New	+$792K	0.07%	229
2015 Q3	–	Sell	-1,800	Closed	-$43K	–	673
2015 Q2	$43K	Buy	+1,800	New	+$40.6K	﹤0.01%	399

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

Highland Capital Management (Tennessee)'s EW Position: Q4 2023 in Review

Highland Capital Management (Tennessee) sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 15,548 shares — an estimated $1.08M sold.

Highland Capital Management (Tennessee) first reported a position in EW in Q2 2015 and held it in 8 quarters. The position peaked at $1.51M in Q2 2023. 1,244 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Highland Capital Management (Tennessee) reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 15,548 Edwards Lifesciences shares in Q4 2023, an estimated $1.08M.
Highland Capital Management (Tennessee) first reported a position in Edwards Lifesciences in Q2 2015 and held it in 8 quarters.
Highland Capital Management (Tennessee)'s Edwards Lifesciences position peaked at $1.51M in Q2 2023.
1,244 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2023, filed 17 Jan 2024.