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Longbow Finance’s Edwards Lifesciences EW Stock Holding History

Longbow Finance’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
Q4 		– Sell
-113,013
Closed -$7.83M – 66
2023
Q3 		$7.83M Sell
113,013
-384
-0.3% -$30.9K 0.94% 36
2023
Q2 		$10.7M Buy
+113,397
New +$9.86M 1.25% 30

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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Longbow Finance's EW Position: Q4 2023 in Review

Longbow Finance sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 113,013 shares — an estimated $7.83M sold.

Longbow Finance first reported a position in EW in Q2 2023 and held it in 2 quarters. The position peaked at $10.7M in Q2 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Longbow Finance reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Longbow Finance sold 113,013 Edwards Lifesciences shares in Q4 2023, an estimated $7.83M.
  • Longbow Finance first reported a position in Edwards Lifesciences in Q2 2023 and held it in 2 quarters.
  • Longbow Finance's Edwards Lifesciences position peaked at $10.7M in Q2 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Longbow Finance's 13F filing for Q4 2023, filed 9 Feb 2024.