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Punch & Associates Investment Management’s Edwards Lifesciences EW Stock Holding History

Punch & Associates Investment 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
Q1 		– Sell
-3,000
Closed -$224K – 232
2022
Q4 		$224K Hold
3,000
– – 0.01% 199
2022
Q3 		$248K Hold
3,000
– – 0.02% 197
2022
Q2 		$285K Buy
+3,000
New +$311K 0.02% 200

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Punch & Associates Investment Management's EW Position: Q1 2023 in Review

Punch & Associates Investment Management sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 3,000 shares — an estimated $224K sold.

Punch & Associates Investment Management first reported a position in EW in Q2 2022 and held it in 3 quarters. The position peaked at $285K in Q2 2022. 1,246 funds tracked by Wall St. Rank hold EW as of Q1 2023.

  • Punch & Associates Investment Management reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 3,000 Edwards Lifesciences shares in Q1 2023, an estimated $224K.
  • Punch & Associates Investment Management first reported a position in Edwards Lifesciences in Q2 2022 and held it in 3 quarters.
  • Punch & Associates Investment Management's Edwards Lifesciences position peaked at $285K in Q2 2022.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Punch & Associates Investment Management's 13F filing for Q1 2023, filed 15 May 2023.