Merrion Investment Management’s Edwards Lifesciences EW Stock Holding History

Merrion Investment 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 Q3	–	Sell	-3,000	Closed	-$283K	–	97
2023 Q2	$283K	Hold	3,000	–	–	0.24%	78
2023 Q1	$248K	Sell	3,000 -2,000	-40%	-$157K	0.24%	78
2022 Q4	$373K	Hold	5,000	–	–	0.35%	55
2022 Q3	$413K	Hold	5,000	–	–	0.41%	50
2022 Q2	$475K	Hold	5,000	–	–	0.46%	50
2022 Q1	$588K	Hold	5,000	–	–	0.43%	49
2021 Q4	$647K	Hold	5,000	–	–	0.47%	44
2021 Q3	$566K	Hold	5,000	–	–	0.43%	46
2021 Q2	$517K	Sell	5,000 -1,750	-26%	-$165K	0.39%	49
2021 Q1	$564K	Hold	6,750	–	–	0.47%	46
2020 Q4	$616K	Buy	+6,750	New	+$560K	0.52%	39

Other funds holding EW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Merrion Investment Management's EW Position: Q3 2023 in Review

Merrion Investment Management sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 3,000 shares — an estimated $283K sold.

Merrion Investment Management first reported a position in EW in Q4 2020 and held it in 11 quarters. The position peaked at $647K in Q4 2021. 1,219 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Merrion Investment Management reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Merrion Investment Management sold 3,000 Edwards Lifesciences shares in Q3 2023, an estimated $283K.
Merrion Investment Management first reported a position in Edwards Lifesciences in Q4 2020 and held it in 11 quarters.
Merrion Investment Management's Edwards Lifesciences position peaked at $647K in Q4 2021.
1,219 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Merrion Investment Management's 13F filing for Q3 2023, filed 19 Oct 2023.