Kula Investments’s Edwards Lifesciences EW Stock Holding History

Kula Investments’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 Q1	–	Sell	-14,177	Closed	-$1.06M	–	684
2022 Q4	$1.06M	Buy	+14,177	New	+$1.09M	0.31%	45

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kula Investments's EW Position: Q1 2023 in Review

Kula Investments sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 14,177 shares — an estimated $1.06M sold.

Kula Investments first reported a position in EW in Q4 2022 and held it in 1 quarter. The position peaked at $1.06M in Q4 2022. 1,245 funds tracked by Wall St. Rank hold EW as of Q1 2023.

Kula Investments reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 14,177 Edwards Lifesciences shares in Q1 2023, an estimated $1.06M.
Kula Investments first reported a position in Edwards Lifesciences in Q4 2022 and held it in 1 quarter.
Kula Investments's Edwards Lifesciences position peaked at $1.06M in Q4 2022.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.