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HoyleCohen’s Edwards Lifesciences EW Stock Holding History

HoyleCohen’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
2024
Q2 		$408K Sell
4,418
-3,058
-41% -$271K 0.03% 204
2024
Q1 		$714K Sell
7,476
-397
-5% -$33.3K 0.05% 174
2023
Q4 		$600K Sell
7,873
-542
-6% -$37.7K 0.05% 182
2023
Q3 		$583K Sell
8,415
-58
-0.7% -$4.66K 0.05% 171
2023
Q2 		$799K Hold
8,473
– – 0.07% 150
2023
Q1 		$701K Hold
8,473
– – 0.07% 157
2022
Q4 		$632K Sell
8,473
-132
-2% -$10.2K 0.06% 166
2022
Q3 		$711K Hold
8,605
– – 0.08% 148
2022
Q2 		$818K Sell
8,605
-1,318
-13% -$136K 0.09% 144
2022
Q1 		$1.17M Buy
9,923
+100
+1% +$11.2K 0.1% 132
2021
Q4 		$1.27M Sell
9,823
-5,466
-36% -$638K 0.11% 132
2021
Q3 		$1.73M Hold
15,289
– – 0.16% 115
2021
Q2 		$1.58K Sell
15,289
-551
-3% -$51.9K 0.12% 116
2021
Q1 		$1.32M Hold
15,840
– – 0.13% 122
2020
Q4 		$1.45M Buy
15,840
+10,896
+220% +$904K 0.17% 112
2020
Q3 		$395K Hold
4,944
– – 0.06% 155
2020
Q2 		$342K Hold
4,944
– – 0.06% 149
2020
Q1 		$311K Buy
4,944
+288
+6% +$20.8K 0.06% 149
2019
Q4 		$362K Hold
4,656
– – 0.06% 157
2019
Q3 		$341K Buy
4,656
+750
+19% +$52.7K 0.06% 161
2019
Q2 		$241K Hold
3,906
– – 0.04% 175
2019
Q1 		$249K Buy
+3,906
New +$223K 0.04% 166
2018
Q4 		– Sell
-3,906
Closed -$227K – 170
2018
Q3 		$227K Buy
+3,906
New +$191K 0.04% 155
2018
Q2 		– Sell
-5,061
Closed -$235K – 162
2018
Q1 		$235K Buy
+5,061
New +$220K 0.05% 144

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

HoyleCohen's EW Position: Q2 2024 in Review

HoyleCohen reduced its Edwards Lifesciences (EW) stake by 41% in Q2 2024, selling an estimated $271K and leaving 4,418 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #204.

HoyleCohen first reported a position in EW in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.73M in Q3 2021. 1,295 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • HoyleCohen held 4,418 shares of Edwards Lifesciences worth $408K as of Q2 2024.
  • HoyleCohen sold 3,058 Edwards Lifesciences shares in Q2 2024, an estimated $271K.
  • Edwards Lifesciences made up 0.03% of HoyleCohen's portfolio in Q2 2024, its #204 holding.
  • HoyleCohen first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 24 quarters since.
  • HoyleCohen's Edwards Lifesciences position peaked at $1.73M in Q3 2021.
  • 1,295 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.