Petrus Trust Company’s Edwards Lifesciences EW Stock Holding History

Petrus Trust Company’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 Q1	–	Sell	-4,413	Closed	-$329K	–	592
2022 Q4	$329K	Buy	4,413 +1,976	+81%	+$152K	0.04%	220
2022 Q3	$201K	Buy	+2,437	New	+$234K	0.03%	182
2020 Q1	–	Sell	-3,021	Closed	-$235K	–	221
2019 Q4	$235K	Buy	+3,021	New	+$236K	0.04%	203

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Petrus Trust Company's EW Position: Q1 2023 in Review

Petrus Trust Company sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 4,413 shares — an estimated $329K sold.

Petrus Trust Company first reported a position in EW in Q4 2019 and held it in 3 quarters. The position peaked at $329K in Q4 2022. 1,245 funds tracked by Wall St. Rank hold EW as of Q1 2023.

Petrus Trust Company reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
Petrus Trust Company sold 4,413 Edwards Lifesciences shares in Q1 2023, an estimated $329K.
Petrus Trust Company first reported a position in Edwards Lifesciences in Q4 2019 and held it in 3 quarters.
Petrus Trust Company's Edwards Lifesciences position peaked at $329K in Q4 2022.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Petrus Trust Company's 13F filing for Q1 2023, filed 15 May 2023.