HMS Capital Management’s Edwards Lifesciences EW Stock Holding History

HMS 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
2022 Q4	–	Sell	-2,895	Closed	-$239K	–	103
2022 Q3	$239K	Hold	2,895	–	–	0.15%	108
2022 Q2	$275K	Buy	2,895 +573	+25%	+$59.3K	0.14%	101
2022 Q1	$273K	Hold	2,322	–	–	0.11%	114
2021 Q4	$301K	Hold	2,322	–	–	0.13%	110
2021 Q3	$263K	Hold	2,322	–	–	0.12%	116
2021 Q2	$240K	Buy	+2,322	New	+$219K	0.11%	121
2020 Q4	–	Sell	-3,138	Closed	-$250K	–	159
2020 Q3	$250K	Hold	3,138	–	–	0.1%	141
2020 Q2	$217K	Buy	+3,138	New	+$223K	0.1%	143
2020 Q1	–	Sell	-3,138	Closed	-$244K	–	104
2019 Q4	$244K	Hold	3,138	–	–	0.1%	142
2019 Q3	$230K	Hold	3,138	–	–	0.09%	174
2019 Q2	$193K	Hold	3,138	–	–	0.08%	146
2019 Q1	$200K	Sell	3,138 -3,942	-56%	-$225K	0.09%	149
2018 Q4	$361K	Hold	7,080	–	–	0.18%	132
2018 Q3	$411K	Hold	7,080	–	–	0.2%	141
2018 Q2	$344K	Buy	+7,080	New	+$330K	0.19%	146
2016 Q4	–	Sell	-25,809	Closed	-$1.04M	–	122
2016 Q3	$1.04M	Buy	+25,809	New	+$972K	1.03%	32

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HMS Capital Management's EW Position: Q4 2022 in Review

HMS Capital Management sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 2,895 shares — an estimated $239K sold.

HMS Capital Management first reported a position in EW in Q3 2016 and held it in 16 quarters. The position peaked at $1.04M in Q3 2016. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

HMS Capital Management reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
HMS Capital Management sold 2,895 Edwards Lifesciences shares in Q4 2022, an estimated $239K.
HMS Capital Management first reported a position in Edwards Lifesciences in Q3 2016 and held it in 16 quarters.
HMS Capital Management's Edwards Lifesciences position peaked at $1.04M in Q3 2016.
1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on HMS Capital Management's 13F filing for Q4 2022, filed 23 Jan 2023.