Marsico Capital Management’s Edwards Lifesciences EW Stock Holding History

Marsico Capital Management’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
2022 Q3	–	Sell	-46,606	Closed	-$4.43M	–	81
2022 Q2	$4.43M	Sell	46,606 -30,166	-39%	-$3.12M	0.22%	57
2022 Q1	$9.04M	Hold	76,772	–	–	0.32%	41
2021 Q4	$9.95M	Buy	76,772 +19,636	+34%	+$2.29M	0.29%	42
2021 Q3	$6.47M	Hold	57,136	–	–	0.2%	63
2021 Q2	$5.92M	Sell	57,136 -18,123	-24%	-$1.71M	0.15%	66
2021 Q1	$6.29M	Hold	75,259	–	–	0.16%	62
2020 Q4	$6.87M	Sell	75,259 -57,118	-43%	-$4.74M	0.18%	59
2020 Q3	$10.6M	Buy	132,377 +89,537	+209%	+$6.99M	0.29%	44
2020 Q2	$2.96M	Buy	+42,840	New	+$3.04M	0.09%	79
2017 Q1	–	Sell	-92,850	Closed	-$2.9M	–	108
2016 Q4	$2.9M	Sell	92,850 -10,254	-10%	-$332K	0.13%	77
2016 Q3	$4.14M	Buy	+103,104	New	+$3.88M	0.15%	64

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Marsico Capital Management's EW Position: Q3 2022 in Review

Marsico Capital Management sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 46,606 shares — an estimated $4.43M sold.

Marsico Capital Management first reported a position in EW in Q3 2016 and held it in 11 quarters. The position peaked at $10.6M in Q3 2020. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

Marsico Capital Management reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
Marsico Capital Management sold 46,606 Edwards Lifesciences shares in Q3 2022, an estimated $4.43M.
Marsico Capital Management first reported a position in Edwards Lifesciences in Q3 2016 and held it in 11 quarters.
Marsico Capital Management's Edwards Lifesciences position peaked at $10.6M in Q3 2020.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Marsico Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.