Jay D. Rosenbaum’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,664
| Closed | -$251K | – | 67 |
|
|
2023
Q2 | $251K | Hold |
2,664
| – | – | 0.4% | 58 |
|
|
2023
Q1 | $220K | Sell |
2,664
-255
| -9% | -$20K | 0.41% | 52 |
|
|
2022
Q4 | $218K | Sell |
2,919
-788
| -21% | -$60.7K | 0.47% | 51 |
|
|
2022
Q3 | $306K | Sell |
3,707
-360
| -9% | -$34.6K | 0.71% | 44 |
|
|
2022
Q2 | $387K | Sell |
4,067
-20
| -0.5% | -$2.07K | 0.75% | 45 |
|
|
2022
Q1 | $481K | Buy |
4,087
+261
| +7% | +$29.3K | 0.76% | 45 |
|
|
2021
Q4 | $496K | Sell |
3,826
-2,621
| -41% | -$306K | 0.73% | 46 |
|
|
2021
Q3 | $730K | Sell |
6,447
-347
| -5% | -$39.6K | 1.21% | 37 |
|
|
2021
Q2 | $703K | Sell |
6,794
-1,745
| -20% | -$164K | 1.16% | 40 |
|
|
2021
Q1 | $714K | Sell |
8,539
-83
| -1% | -$7.02K | 1.22% | 34 |
|
|
2020
Q4 | $787K | Sell |
8,622
-1,024
| -11% | -$84.9K | 1.37% | 29 |
|
|
2020
Q3 | $770K | Sell |
9,646
-1,728
| -15% | -$135K | 1.42% | 27 |
|
|
2020
Q2 | $786K | Sell |
11,374
-620
| -5% | -$44.1K | 1.54% | 24 |
|
|
2020
Q1 | $754K | Sell |
11,994
-7,797
| -39% | -$562K | 1.74% | 19 |
|
|
2019
Q4 | $1.54M | Sell |
19,791
-273
| -1% | -$21.3K | 2.72% | 10 |
|
|
2019
Q3 | $1.47M | Sell |
20,064
-7,416
| -27% | -$521K | 2.8% | 9 |
|
|
2019
Q2 | $1.69M | Sell |
27,480
-1,881
| -6% | -$114K | 3.21% | 7 |
|
|
2019
Q1 | $1.87M | Sell |
29,361
-4,116
| -12% | -$235K | 3.54% | 5 |
|
|
2018
Q4 | $1.71M | Sell |
33,477
-2,745
| -8% | -$139K | 3.62% | 6 |
|
|
2018
Q3 | $2.1M | Sell |
36,222
-795
| -2% | -$38.9K | 3.81% | 4 |
|
|
2018
Q2 | $1.8M | Sell |
37,017
-2,175
| -6% | -$102K | 3.55% | 4 |
|
|
2018
Q1 | $1.82M | Sell |
39,192
-4,953
| -11% | -$215K | 3.68% | 4 |
|
|
2017
Q4 | $1.66M | Sell |
44,145
-1,560
| -3% | -$57.3K | 3.05% | 8 |
|
|
2017
Q3 | $1.67M | Sell |
45,705
-1,425
| -3% | -$54.3K | 3.19% | 8 |
|
|
2017
Q2 | $1.86M | Sell |
47,130
-240
| -0.5% | -$8.76K | 3.68% | 5 |
|
|
2017
Q1 | $1.49M | Sell |
47,370
-825
| -2% | -$25.8K | 3.15% | 8 |
|
|
2016
Q4 | $1.51M | Sell |
48,195
-2,040
| -4% | -$66.1K | 3.49% | 7 |
|
|
2016
Q3 | $2.02M | Sell |
50,235
-540
| -1% | -$20.3K | 0.25% | 3 |
|
|
2016
Q2 | $1.69M | Sell |
50,775
-2,835
| -5% | -$97K | 0.24% | 4 |
|
|
2016
Q1 | $1.58M | Sell |
53,610
-6,840
| -11% | -$189K | 0.35% | 4 |
|
|
2015
Q4 | $1.59M | Sell |
60,450
-3,600
| -6% | -$93.5K | 0.45% | 4 |
|
|
2015
Q3 | $1.52M | Sell |
64,050
-900
| -1% | -$21.7K | 0.43% | 4 |
|
|
2015
Q2 | $1.54M | Hold |
64,950
| – | – | 0.34% | 5 |
|
|
2015
Q1 | $1.54M | Sell |
64,950
-2,850
| -4% | -$63.9K | 0.33% | 6 |
|
|
2014
Q4 | $1.44M | Buy |
+67,800
| New | +$1.36M | 0.32% | 7 |
|
Other funds holding EW
Jay D. Rosenbaum's EW Position: Q3 2023 in Review
Jay D. Rosenbaum sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,664 shares — an estimated $251K sold.
Jay D. Rosenbaum first reported a position in EW in Q4 2014 and held it in 35 quarters. The position peaked at $2.1M in Q3 2018. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.
- Jay D. Rosenbaum reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
- Jay D. Rosenbaum sold 2,664 Edwards Lifesciences shares in Q3 2023, an estimated $251K.
- Jay D. Rosenbaum first reported a position in Edwards Lifesciences in Q4 2014 and held it in 35 quarters.
- Jay D. Rosenbaum's Edwards Lifesciences position peaked at $2.1M in Q3 2018.
- 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.
Based on Jay D. Rosenbaum's 13F filing for Q3 2023, filed 23 Oct 2023.