Moody Lynn & Lieberson’s Edwards Lifesciences EW Stock Holding History

Moody Lynn & Lieberson’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	-3,958	Closed	-$373K	–	211
2023 Q2	$373K	Buy	3,958 +23	+0.6%	+$2K	0.03%	176
2023 Q1	$326K	Hold	3,935	–	–	0.03%	185
2022 Q4	$293K	Hold	3,935	–	–	0.03%	197
2022 Q3	$325K	Hold	3,935	–	–	0.03%	183
2022 Q2	$374K	Hold	3,935	–	–	0.03%	174
2022 Q1	$463K	Sell	3,935 -22,145	-85%	-$2.48M	0.03%	159
2021 Q4	$3.38M	Sell	26,080 -11,095	-30%	-$1.29M	0.23%	77
2021 Q3	$4.21M	Buy	37,175 +13,728	+59%	+$1.57M	0.32%	68
2021 Q2	$2.43M	Buy	+23,447	New	+$2.21M	0.18%	84
2021 Q1	–	Sell	-41,770	Closed	-$3.81M	–	223
2020 Q4	$3.81M	Buy	+41,770	New	+$3.46M	0.33%	70
2020 Q1	–	Sell	-52,578	Closed	-$4.09M	–	176
2019 Q4	$4.09M	Sell	52,578 -34,047	-39%	-$2.66M	0.39%	68
2019 Q3	$6.35M	Hold	86,625	–	–	0.71%	49
2019 Q2	$5.33M	Buy	86,625 +75,525	+680%	+$4.57M	0.59%	52
2019 Q1	$708K	Buy	+11,100	New	+$633K	0.08%	116
2016 Q4	–	Sell	-89,370	Closed	-$3.59M	–	174
2016 Q3	$3.59M	Buy	89,370 +41,970	+89%	+$1.58M	0.6%	53
2016 Q2	$1.58M	Buy	47,400 +24,990	+112%	+$855K	0.28%	65
2016 Q1	$659K	Buy	+22,410	New	+$618K	0.1%	93

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

Moody Lynn & Lieberson's EW Position: Q3 2023 in Review

Moody Lynn & Lieberson sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 3,958 shares — an estimated $373K sold.

Moody Lynn & Lieberson first reported a position in EW in Q1 2016 and held it in 17 quarters. The position peaked at $6.35M in Q3 2019. 1,219 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Moody Lynn & Lieberson reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Moody Lynn & Lieberson sold 3,958 Edwards Lifesciences shares in Q3 2023, an estimated $373K.
Moody Lynn & Lieberson first reported a position in Edwards Lifesciences in Q1 2016 and held it in 17 quarters.
Moody Lynn & Lieberson's Edwards Lifesciences position peaked at $6.35M in Q3 2019.
1,219 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2023, filed 24 Oct 2023.