Marietta Investment Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,950
| Closed | -$373K | – | 164 |
|
|
2023
Q2 | $373K | Sell |
3,950
-6
| -0.2% | -$521 | 0.1% | 130 |
|
|
2023
Q1 | $327K | Sell |
3,956
-28,952
| -88% | -$2.28M | 0.09% | 140 |
|
|
2022
Q4 | $2.46M | Sell |
32,908
-35,186
| -52% | -$2.71M | 0.69% | 39 |
|
|
2022
Q3 | $4.67M | Sell |
68,094
-3,741
| -5% | -$360K | 1.39% | 26 |
|
|
2022
Q2 | $6.83M | Sell |
71,835
-2,375
| -3% | -$246K | 2.04% | 14 |
|
|
2022
Q1 | $8.74M | Sell |
74,210
-7,925
| -10% | -$889K | 2% | 12 |
|
|
2021
Q4 | $10.6M | Sell |
82,135
-1,219
| -1% | -$142K | 2.25% | 10 |
|
|
2021
Q3 | $9.44M | Sell |
83,354
-976
| -1% | -$111K | 2.16% | 9 |
|
|
2021
Q2 | $8.73M | Sell |
84,330
-25,117
| -23% | -$2.37M | 1.99% | 10 |
|
|
2021
Q1 | $9.15M | Sell |
109,447
-32,179
| -23% | -$2.72M | 2.26% | 7 |
|
|
2020
Q4 | $12.9M | Sell |
141,626
-3,926
| -3% | -$326K | 3.3% | 4 |
|
|
2020
Q3 | $11.6M | Sell |
145,552
-10,398
| -7% | -$811K | 3.52% | 4 |
|
|
2020
Q2 | $10.8M | Sell |
155,950
-2,849
| -2% | -$202K | 3.58% | 4 |
|
|
2020
Q1 | $9.98M | Sell |
158,799
-6,096
| -4% | -$440K | 4.29% | 3 |
|
|
2019
Q4 | $12.8M | Sell |
164,895
-14,691
| -8% | -$1.15M | 4.19% | 3 |
|
|
2019
Q3 | $13.2M | Sell |
179,586
-1,836
| -1% | -$129K | 4.52% | 1 |
|
|
2019
Q2 | $11.2M | Sell |
181,422
-7,782
| -4% | -$471K | 3.68% | 3 |
|
|
2019
Q1 | $12.1M | Sell |
189,204
-29,229
| -13% | -$1.67M | 3.8% | 2 |
|
|
2018
Q4 | $11.2M | Sell |
218,433
-4,086
| -2% | -$207K | 4.26% | 2 |
|
|
2018
Q3 | $12.9M | Buy |
222,519
+540
| +0.2% | +$26.4K | 3.83% | 2 |
|
|
2018
Q2 | $10.8M | Buy |
221,979
+198
| +0.1% | +$9.24K | 3.34% | 3 |
|
|
2018
Q1 | $10.3M | Buy |
221,781
+3,105
| +1% | +$135K | 3.09% | 5 |
|
|
2017
Q4 | $8.22M | Sell |
218,676
-4,116
| -2% | -$151K | 2.34% | 12 |
|
|
2017
Q3 | $8.12M | Buy |
222,792
+8,382
| +4% | +$320K | 2.43% | 12 |
|
|
2017
Q2 | $8.45M | Buy |
214,410
+25,908
| +14% | +$946K | 2.71% | 8 |
|
|
2017
Q1 | $5.91M | Sell |
188,502
-23,025
| -11% | -$721K | 1.97% | 15 |
|
|
2016
Q4 | $6.61M | Sell |
211,527
-47,184
| -18% | -$1.53M | 2.32% | 8 |
|
|
2016
Q3 | $10.4M | Buy |
258,711
+37,473
| +17% | +$1.41M | 3.38% | 5 |
|
|
2016
Q2 | $7.36M | Buy |
221,238
+50,337
| +29% | +$1.72M | 2.63% | 6 |
|
|
2016
Q1 | $5.03M | Buy |
170,901
+57,153
| +50% | +$1.58M | 2.07% | 20 |
|
|
2015
Q4 | $3M | Buy |
113,748
+80,838
| +246% | +$2.1M | 1.21% | 27 |
|
|
2015
Q3 | $870K | Buy |
+32,910
| New | +$794K | 0.34% | 71 |
|
Other funds holding EW
Marietta Investment Partners's EW Position: Q3 2023 in Review
Marietta Investment Partners sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 3,950 shares — an estimated $373K sold.
Marietta Investment Partners first reported a position in EW in Q3 2015 and held it in 32 quarters. The position peaked at $13.2M in Q3 2019. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.
- Marietta Investment Partners reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
- Marietta Investment Partners sold 3,950 Edwards Lifesciences shares in Q3 2023, an estimated $373K.
- Marietta Investment Partners first reported a position in Edwards Lifesciences in Q3 2015 and held it in 32 quarters.
- Marietta Investment Partners's Edwards Lifesciences position peaked at $13.2M in Q3 2019.
- 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.
Based on Marietta Investment Partners's 13F filing for Q3 2023, filed 14 Nov 2023.