Paloma Partners’s Edwards Lifesciences EW Stock Holding History

Paloma Partners’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 Q4	–	Sell	-51,900	Closed	-$3.42M	–	547
2024 Q3	$3.42M	Buy	+51,900	New	+$3.77M	0.09%	190
2024 Q1	–	Sell	-50,700	Closed	-$3.87M	–	875
2023 Q4	$3.87M	Buy	50,700 +40,500	+397%	+$2.82M	0.14%	156
2023 Q3	$707K	Buy	+10,200	New	+$820K	0.02%	425
2023 Q2	–	Sell	-4,900	Closed	-$405K	–	820
2023 Q1	$405K	Sell	4,900 -21,200	-81%	-$1.67M	0.01%	528
2022 Q4	$1.95M	Sell	26,100 -1,900	-7%	-$146K	0.09%	230
2022 Q3	$2.31M	Buy	+28,000	New	+$2.69M	0.11%	164
2019 Q1	–	Sell	-15,300	Closed	-$781K	–	1754
2018 Q4	$781K	Buy	+15,300	New	+$774K	0.02%	526
2018 Q1	–	Sell	-18,600	Closed	-$699K	–	2031
2017 Q4	$699K	Buy	+18,600	New	+$683K	0.01%	1213

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Paloma Partners's EW Position: Q2 2025 in Review

Paloma Partners sold out of Edwards Lifesciences (EW) in Q2 2025, closing a stake of 4,776 shares — an estimated $346K sold.

Paloma Partners first reported a position in EW in Q4 2013 and held it in 39 quarters. The position peaked at $37.9M in Q2 2019. 1,260 funds tracked by Wall St. Rank hold EW as of Q2 2025.

Paloma Partners reported no remaining Edwards Lifesciences position as of Q2 2025 after selling out during the quarter.
Paloma Partners sold 4,776 Edwards Lifesciences shares in Q2 2025, an estimated $346K.
Paloma Partners first reported a position in Edwards Lifesciences in Q4 2013 and held it in 39 quarters.
Paloma Partners's Edwards Lifesciences position peaked at $37.9M in Q2 2019.
1,260 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2025.

Based on Paloma Partners's 13F filing for Q2 2025, filed 14 Aug 2025.