Portland Hill Asset Management’s Edwards Lifesciences EW Stock Holding History

Portland Hill Asset 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
2023 Q4	–	Sell	-898	Closed	-$62K	–	35
2023 Q3	$62K	Buy	+898	New	+$72.2K	0.16%	30
2022 Q3	–	Sell	-898	Closed	-$85K	–	43
2022 Q2	$85K	Hold	898	–	–	0.12%	33
2022 Q1	$106K	Hold	898	–	–	0.1%	34
2021 Q4	$116K	Hold	898	–	–	0.09%	30
2021 Q3	$101K	Hold	898	–	–	0.07%	31
2021 Q2	$93K	Hold	898	–	–	0.05%	30
2021 Q1	$76K	Hold	898	–	–	0.05%	30
2020 Q4	$81K	Buy	+898	New	+$74.5K	0.06%	25

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Portland Hill Asset Management's EW Position: Q4 2023 in Review

Portland Hill Asset Management sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 898 shares — an estimated $62K sold.

Portland Hill Asset Management first reported a position in EW in Q4 2020 and held it in 8 quarters. The position peaked at $116K in Q4 2021. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Portland Hill Asset Management reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Portland Hill Asset Management sold 898 Edwards Lifesciences shares in Q4 2023, an estimated $62K.
Portland Hill Asset Management first reported a position in Edwards Lifesciences in Q4 2020 and held it in 8 quarters.
Portland Hill Asset Management's Edwards Lifesciences position peaked at $116K in Q4 2021.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Portland Hill Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.