Lee, Danner & Bass’s Edwards Lifesciences EW Stock Holding History

Lee, Danner & Bass’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
2026 Q3	$405K	Sell	4,690 -31	-0.7%	-$2.76K	0.02%	197
2026 Q2	$427K	Hold	4,721	–	–	0.02%	199
2026 Q1	$378K	Sell	4,721 -855	-15%	-$70.5K	0.02%	203
2025 Q4	$475K	Hold	5,576	–	–	0.03%	178
2025 Q3	$434K	Hold	5,576	–	–	0.03%	183
2025 Q2	$436K	Hold	5,576	–	–	0.03%	174
2025 Q1	$404K	Hold	5,576	–	–	0.03%	183
2024 Q4	$413K	Sell	5,576 -300	-5%	-$21K	0.03%	181
2024 Q3	$388K	Hold	5,876	–	–	0.03%	183
2024 Q2	$543K	Buy	+5,876	New	+$520K	0.04%	161
2023 Q4	$448K	Hold	5,876	–	–	0.04%	161
2023 Q3	$407K	Hold	5,876	–	–	0.04%	165
2023 Q2	$554K	Buy	5,876 +31	+0.5%	+$2.69K	0.05%	154
2023 Q1	$484K	Hold	5,845	–	–	0.04%	156
2022 Q4	$436K	Hold	5,845	–	–	0.04%	157
2022 Q3	$483K	Hold	5,845	–	–	0.05%	153
2022 Q2	$556K	Buy	5,845 +855	+17%	+$88.5K	0.06%	146
2022 Q1	$587K	Buy	4,990 +300	+6%	+$33.7K	0.05%	148
2021 Q4	$608K	Hold	4,690	–	–	0.05%	145
2021 Q3	$531K	Hold	4,690	–	–	0.05%	150
2021 Q2	$486K	Hold	4,690	–	–	0.04%	152
2021 Q1	$392K	Hold	4,690	–	–	0.04%	156
2020 Q4	$428K	Sell	4,690 -100	-2%	-$8.3K	0.05%	148
2020 Q3	$382K	Sell	4,790 -1,372	-22%	-$107K	0.05%	145
2020 Q2	$426K	Buy	6,162 +90	+1%	+$6.4K	0.05%	139
2020 Q1	$382K	Hold	6,072	–	–	0.05%	136
2019 Q4	$472K	Hold	6,072	–	–	0.05%	144
2019 Q3	$445K	Hold	6,072	–	–	0.05%	147
2019 Q2	$374K	Hold	6,072	–	–	0.04%	150
2019 Q1	$387K	Buy	+6,072	New	+$347K	0.04%	148

Other funds holding EW

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lee, Danner & Bass's EW Position: Q3 2026 in Review

Lee, Danner & Bass reduced its Edwards Lifesciences (EW) stake by 0.66% in Q3 2026, selling an estimated $2.76K and leaving 4,690 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #197.

Lee, Danner & Bass first reported a position in EW in Q1 2019 and has held it in 30 quarters since. The position peaked at $608K in Q4 2021. 639 funds tracked by Wall St. Rank hold EW as of Q3 2026.

Lee, Danner & Bass held 4,690 shares of Edwards Lifesciences worth $405K as of Q3 2026.
Lee, Danner & Bass sold 31 Edwards Lifesciences shares in Q3 2026, an estimated $2.76K.
Edwards Lifesciences made up 0.02% of Lee, Danner & Bass's portfolio in Q3 2026, its #197 holding.
Lee, Danner & Bass first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 30 quarters since.
Lee, Danner & Bass's Edwards Lifesciences position peaked at $608K in Q4 2021.
639 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.