Michael J. Puzo’s Edwards Lifesciences EW Stock Holding History

Michael J. Puzo’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 Q2	–	Sell	-3,350	Closed	-$320K	–	74
2024 Q1	$320K	Sell	3,350 -2,250	-40%	-$189K	0.09%	67
2023 Q4	$427K	Sell	5,600 -9,567	-63%	-$666K	0.14%	55
2023 Q3	$1.05M	Buy	15,167 +645	+4%	+$51.8K	0.36%	45
2023 Q2	$1.37M	Buy	14,522 +920	+7%	+$80K	0.43%	41
2023 Q1	$1.13M	Buy	13,602 +5,302	+64%	+$417K	0.38%	46
2022 Q4	$619K	Sell	8,300 -11,660	-58%	-$899K	0.22%	57
2022 Q3	$1.65M	Buy	19,960 +5,545	+38%	+$534K	0.63%	41
2022 Q2	$1.37M	Buy	14,415 +3,838	+36%	+$397K	0.49%	45
2022 Q1	$1.25M	Buy	10,577 +4,007	+61%	+$450K	0.37%	46
2021 Q4	$851K	Buy	+6,570	New	+$766K	0.24%	49

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Michael J. Puzo's EW Position: Q2 2024 in Review

Michael J. Puzo sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 3,350 shares — an estimated $320K sold.

Michael J. Puzo first reported a position in EW in Q4 2021 and held it in 10 quarters. The position peaked at $1.65M in Q3 2022. 1,295 funds tracked by Wall St. Rank hold EW as of Q2 2024.

Michael J. Puzo reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
Michael J. Puzo sold 3,350 Edwards Lifesciences shares in Q2 2024, an estimated $320K.
Michael J. Puzo first reported a position in Edwards Lifesciences in Q4 2021 and held it in 10 quarters.
Michael J. Puzo's Edwards Lifesciences position peaked at $1.65M in Q3 2022.
1,295 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Michael J. Puzo's 13F filing for Q2 2024, filed 12 Aug 2024.