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Leelyn Smith’s Edwards Lifesciences EW Stock Holding History

Leelyn Smith’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
-704
Closed -$52.5K – 206
2022
Q4 		$52.5K Buy
704
+163
+30% +$12.6K 0.01% 177
2022
Q3 		$45K Sell
541
-378
-41% -$36.4K 0.02% 160
2022
Q2 		$87K Hold
919
– – 0.02% 165
2022
Q1 		$108K Sell
919
-135
-13% -$15.1K 0.03% 155
2021
Q4 		$137K Sell
1,054
-50
-5% -$5.83K 0.04% 140
2021
Q3 		$125K Sell
1,104
-145
-12% -$16.6K 0.04% 142
2021
Q2 		$129K Sell
1,249
-40
-3% -$3.77K 0.04% 141
2021
Q1 		$108K Hold
1,289
– – 0.03% 161
2020
Q4 		$118K Sell
1,289
-295
-19% -$24.5K 0.04% 150
2020
Q3 		$126K Hold
1,584
– – 0.04% 145
2020
Q2 		$109K Hold
1,584
– – 0.04% 148
2020
Q1 		$100K Buy
1,584
+1,413
+826% +$102K 0.05% 136
2019
Q4 		$13K Buy
+171
New +$13.4K 0.01% 247

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Leelyn Smith's EW Position: Q1 2023 in Review

Leelyn Smith sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 704 shares — an estimated $52.5K sold.

Leelyn Smith first reported a position in EW in Q4 2019 and held it in 13 quarters. The position peaked at $137K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q1 2023.

  • Leelyn Smith reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 704 Edwards Lifesciences shares in Q1 2023, an estimated $52.5K.
  • Leelyn Smith first reported a position in Edwards Lifesciences in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's Edwards Lifesciences position peaked at $137K in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.