McKinley Capital Management’s Edwards Lifesciences EW Stock Holding History

McKinley 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
2023 Q4	–	Sell	-23,120	Closed	-$1.6M	–	163
2023 Q3	$1.6M	Sell	23,120 -22,020	-49%	-$1.77M	0.23%	105
2023 Q2	$4.26M	Buy	45,140 +12,820	+40%	+$1.11M	0.57%	63
2023 Q1	$2.67M	Hold	32,320	–	–	0.35%	88
2022 Q4	$2.41M	Sell	32,320 -13,940	-30%	-$1.07M	0.32%	93
2022 Q3	$3.82M	Hold	46,260	–	–	0.52%	67
2022 Q2	$4.4M	Buy	46,260 +23,250	+101%	+$2.41M	0.57%	59
2022 Q1	$2.71M	Buy	+23,010	New	+$2.58M	0.27%	103
2017 Q1	–	Sell	-646,566	Closed	-$20.2M	–	518
2016 Q4	$20.2M	Sell	646,566 -55,239	-8%	-$1.79M	0.79%	46
2016 Q3	$28.2M	Buy	701,805 +226,719	+48%	+$8.54M	1.02%	31
2016 Q2	$15.8M	Buy	+475,086	New	+$16.3M	0.76%	42

Other funds holding EW

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

McKinley Capital Management's EW Position: Q4 2023 in Review

McKinley Capital Management sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 23,120 shares — an estimated $1.6M sold.

McKinley Capital Management first reported a position in EW in Q2 2016 and held it in 10 quarters. The position peaked at $28.2M in Q3 2016. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

McKinley Capital Management reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
McKinley Capital Management sold 23,120 Edwards Lifesciences shares in Q4 2023, an estimated $1.6M.
McKinley Capital Management first reported a position in Edwards Lifesciences in Q2 2016 and held it in 10 quarters.
McKinley Capital Management's Edwards Lifesciences position peaked at $28.2M in Q3 2016.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on McKinley Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.