NED
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Nancy E. Dempze’s Edwards Lifesciences EW Stock Holding History

Nancy E. Dempze’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
-2,985
Closed -$207K – 61
2023
Q3 		$207K Hold
2,985
– – 0.19% 63
2023
Q2 		$282K Buy
2,985
+200
+7% +$17.4K 0.24% 55
2023
Q1 		$230K Buy
+2,785
New +$219K 0.21% 60
2022
Q4 		– Sell
-2,685
Closed -$222K – 64
2022
Q3 		$222K Sell
2,685
-482
-15% -$46.4K 0.24% 61
2022
Q2 		$301K Buy
3,167
+1,040
+49% +$108K 0.3% 55
2022
Q1 		$250K Buy
2,127
+477
+29% +$53.5K 0.18% 72
2021
Q4 		$214K Buy
+1,650
New +$192K 0.14% 78

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Nancy E. Dempze's EW Position: Q4 2023 in Review

Nancy E. Dempze sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 2,985 shares — an estimated $207K sold.

Nancy E. Dempze first reported a position in EW in Q4 2021 and held it in 7 quarters. The position peaked at $301K in Q2 2022. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Nancy E. Dempze reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Nancy E. Dempze sold 2,985 Edwards Lifesciences shares in Q4 2023, an estimated $207K.
  • Nancy E. Dempze first reported a position in Edwards Lifesciences in Q4 2021 and held it in 7 quarters.
  • Nancy E. Dempze's Edwards Lifesciences position peaked at $301K in Q2 2022.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Nancy E. Dempze's 13F filing for Q4 2023, filed 14 Feb 2024.