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Houlihan Financial Resource Group’s Edwards Lifesciences EW Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-27,900
Closed -$2.42M – 119
2023
Q2 		$2.42M Buy
+27,900
New +$2.42M 0.08% 70
2020
Q3 		$144K Buy
+1,800
New +$140K 0.08% 113

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AllianceBernstein
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
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Brown Advisory
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Houlihan Financial Resource Group's EW Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 27,900 shares — an estimated $2.42M sold.

Houlihan Financial Resource Group first reported a position in EW in Q3 2020 and held it in 2 quarters. The position peaked at $2.42M in Q2 2023. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 27,900 Edwards Lifesciences shares in Q3 2023, an estimated $2.42M.
  • Houlihan Financial Resource Group first reported a position in Edwards Lifesciences in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Edwards Lifesciences position peaked at $2.42M in Q2 2023.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.