Moody National Bank Trust Division’s Edwards Lifesciences EW Stock Holding History

Moody National Bank Trust Division’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	-6,473	Closed	-$448K	–	549
2023 Q3	$448K	Sell	6,473 -60	-0.9%	-$4.82K	0.03%	410
2023 Q2	$616K	Hold	6,533	–	–	0.04%	319
2023 Q1	$540K	Hold	6,533	–	–	0.05%	346
2022 Q4	$487K	Hold	6,533	–	–	0.04%	349
2022 Q3	$540K	Hold	6,533	–	–	0.06%	310
2022 Q2	$621K	Buy	+6,533	New	+$676K	0.07%	251
2019 Q2	–	Sell	-522	Closed	-$33K	–	559
2019 Q1	$33K	Buy	522 +84	+19%	+$4.79K	﹤0.01%	461
2018 Q4	$22K	Buy	+438	New	+$22.2K	﹤0.01%	461

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Moody National Bank Trust Division's EW Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 6,473 shares — an estimated $448K sold.

Moody National Bank Trust Division first reported a position in EW in Q4 2018 and held it in 8 quarters. The position peaked at $621K in Q2 2022. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Moody National Bank Trust Division reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 6,473 Edwards Lifesciences shares in Q4 2023, an estimated $448K.
Moody National Bank Trust Division first reported a position in Edwards Lifesciences in Q4 2018 and held it in 8 quarters.
Moody National Bank Trust Division's Edwards Lifesciences position peaked at $621K in Q2 2022.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.