J2 Capital Management’s Edwards Lifesciences EW Stock Holding History

J2 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
2023 Q3	–	Sell	-2,188	Closed	-$206K	–	95
2023 Q2	$206K	Buy	+2,188	New	+$190K	0.25%	96
2022 Q2	–	Sell	-2,446	Closed	-$288K	–	98
2022 Q1	$288K	Buy	2,446 +73	+3%	+$8.19K	0.32%	74
2021 Q4	$307K	Buy	+2,373	New	+$277K	0.29%	71

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

J2 Capital Management's EW Position: Q3 2023 in Review

J2 Capital Management sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,188 shares — an estimated $206K sold.

J2 Capital Management first reported a position in EW in Q4 2021 and held it in 3 quarters. The position peaked at $307K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

J2 Capital Management reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
J2 Capital Management sold 2,188 Edwards Lifesciences shares in Q3 2023, an estimated $206K.
J2 Capital Management first reported a position in Edwards Lifesciences in Q4 2021 and held it in 3 quarters.
J2 Capital Management's Edwards Lifesciences position peaked at $307K in Q4 2021.
1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on J2 Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.