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Lipe & Dalton’s Edwards Lifesciences EW Stock Holding History

Lipe & Dalton’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
-1,150
Closed -$108K – 103
2023
Q2 		$108K Hold
1,150
– – 0.06% 86
2023
Q1 		$95K Sell
1,150
-1,600
-58% -$126K 0.05% 88
2022
Q4 		$205K Buy
+2,750
New +$212K 0.12% 77

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lipe & Dalton's EW Position: Q3 2023 in Review

Lipe & Dalton sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 1,150 shares — an estimated $108K sold.

Lipe & Dalton first reported a position in EW in Q4 2022 and held it in 3 quarters. The position peaked at $205K in Q4 2022. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Lipe & Dalton reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Lipe & Dalton sold 1,150 Edwards Lifesciences shares in Q3 2023, an estimated $108K.
  • Lipe & Dalton first reported a position in Edwards Lifesciences in Q4 2022 and held it in 3 quarters.
  • Lipe & Dalton's Edwards Lifesciences position peaked at $205K in Q4 2022.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Lipe & Dalton's 13F filing for Q3 2023, filed 3 Nov 2023.