Neo Ivy Capital Management’s Edwards Lifesciences EW Stock Holding History

Neo Ivy Capital 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
2025 Q4	–	Sell	-7,684	Closed	-$598K	–	400
2025 Q3	$598K	Buy	+7,684	New	+$600K	0.15%	217
2024 Q4	–	Sell	-11,002	Closed	-$726K	–	312
2024 Q3	$726K	Buy	+11,002	New	+$799K	0.24%	159
2022 Q4	–	Sell	-695	Closed	-$57K	–	401
2022 Q3	$57K	Buy	+695	New	+$66.9K	0.15%	211
2022 Q2	–	Sell	-3,780	Closed	-$444K	–	468
2022 Q1	$444K	Buy	3,780 +1,669	+79%	+$187K	0.4%	85
2021 Q4	$273K	Sell	2,111 -5,695	-73%	-$664K	0.39%	97
2021 Q3	$539K	Buy	+7,806	New	+$891K	0.62%	39
2021 Q1	–	Sell	-1,421	Closed	-$130K	–	513
2020 Q4	$130K	Sell	1,421 -762	-35%	-$63.2K	0.14%	216
2020 Q3	$174K	Sell	2,183 -5,623	-72%	-$439K	0.18%	211
2020 Q2	$539K	Buy	7,806 +2,571	+49%	+$183K	0.62%	39
2020 Q1	$329K	Sell	5,235 -3,795	-42%	-$274K	0.54%	41
2019 Q4	$702K	Buy	+9,030	New	+$705K	0.81%	12

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Neo Ivy Capital Management's EW Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Edwards Lifesciences (EW) in Q4 2025, closing a stake of 7,684 shares — an estimated $598K sold.

Neo Ivy Capital Management first reported a position in EW in Q4 2019 and held it in 11 quarters. The position peaked at $726K in Q3 2024. 1,315 funds tracked by Wall St. Rank hold EW as of Q4 2025.

Neo Ivy Capital Management reported no remaining Edwards Lifesciences position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 7,684 Edwards Lifesciences shares in Q4 2025, an estimated $598K.
Neo Ivy Capital Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 11 quarters.
Neo Ivy Capital Management's Edwards Lifesciences position peaked at $726K in Q3 2024.
1,315 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.