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Horan Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Horan Capital Advisors’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
-3,455
Closed -$239K – 120
2023
Q3 		$239K Buy
+3,455
New +$278K 0.1% 101

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Horan Capital Advisors's EW Position: Q4 2023 in Review

Horan Capital Advisors sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 3,455 shares — an estimated $239K sold.

Horan Capital Advisors first reported a position in EW in Q3 2023 and held it in 1 quarter. The position peaked at $239K in Q3 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Horan Capital Advisors reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Horan Capital Advisors sold 3,455 Edwards Lifesciences shares in Q4 2023, an estimated $239K.
  • Horan Capital Advisors first reported a position in Edwards Lifesciences in Q3 2023 and held it in 1 quarter.
  • Horan Capital Advisors's Edwards Lifesciences position peaked at $239K in Q3 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Horan Capital Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.