Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Edwards Lifesciences EW Stock Holding History

Luther King Capital Management (LKCM)’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
2024
Q3 		– Sell
-4,626
Closed -$427K – 605
2024
Q2 		$427K Sell
4,626
-348
-7% -$30.8K ﹤0.01% 484
2024
Q1 		$475K Sell
4,974
-470
-9% -$39.5K ﹤0.01% 474
2023
Q4 		$415K Sell
5,444
-242
-4% -$16.8K ﹤0.01% 479
2023
Q3 		$394K Sell
5,686
-2,140
-27% -$172K ﹤0.01% 484
2023
Q2 		$738K Sell
7,826
-1,631
-17% -$142K ﹤0.01% 431
2023
Q1 		$782K Sell
9,457
-874
-8% -$68.7K ﹤0.01% 415
2022
Q4 		$771K Hold
10,331
– – ﹤0.01% 408
2022
Q3 		$854K Sell
10,331
-976
-9% -$93.9K 0.01% 390
2022
Q2 		$1.07M Buy
11,307
+480
+4% +$49.7K 0.01% 380
2022
Q1 		$1.27M Buy
10,827
+74
+0.7% +$8.3K 0.01% 368
2021
Q4 		$1.39M Sell
10,753
-295
-3% -$34.4K 0.01% 361
2021
Q3 		$1.25M Sell
11,048
-528
-5% -$60.3K 0.01% 380
2021
Q2 		$1.2M Sell
11,576
-52
-0.4% -$4.9K 0.01% 395
2021
Q1 		$973K Sell
11,628
-587
-5% -$49.6K 0.01% 391
2020
Q4 		$1.11M Sell
12,215
-396
-3% -$32.8K 0.01% 360
2020
Q3 		$1.01M Buy
12,611
+6,314
+100% +$493K 0.01% 329
2020
Q2 		$435K Buy
6,297
+573
+10% +$40.7K ﹤0.01% 412
2020
Q1 		$360K Sell
5,724
-4,785
-46% -$345K ﹤0.01% 413
2019
Q4 		$817K Buy
10,509
+4,215
+67% +$329K 0.01% 366
2019
Q3 		$461K Buy
+6,294
New +$442K ﹤0.01% 420

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State Street
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Bank of New York Mellon
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
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JP Morgan Chase
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Brown Advisory
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Luther King Capital Management (LKCM)'s EW Position: Q3 2024 in Review

Luther King Capital Management (LKCM) sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 4,626 shares — an estimated $427K sold.

Luther King Capital Management (LKCM) first reported a position in EW in Q3 2019 and held it in 20 quarters. The position peaked at $1.39M in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Luther King Capital Management (LKCM) reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 4,626 Edwards Lifesciences shares in Q3 2024, an estimated $427K.
  • Luther King Capital Management (LKCM) first reported a position in Edwards Lifesciences in Q3 2019 and held it in 20 quarters.
  • Luther King Capital Management (LKCM)'s Edwards Lifesciences position peaked at $1.39M in Q4 2021.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2024, filed 8 Nov 2024.