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Rational Advisors’s Edwards Lifesciences EW Stock Holding History

Rational Advisors’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
-140
Closed -$13.2K – 228
2023
Q3 		$13.2K Hold
140
– – ﹤0.01% 216
2023
Q2 		$13.2K Hold
140
– – ﹤0.01% 206
2023
Q1 		$11.6K Hold
140
– – ﹤0.01% 207
2022
Q4 		$10.4K Hold
140
– – ﹤0.01% 183
2022
Q3 		$12K Buy
140
+1
+0.7% +$96 ﹤0.01% 184
2022
Q2 		$13K Buy
139
+3
+2% +$311 ﹤0.01% 180
2022
Q1 		$16K Buy
+136
New +$15.3K ﹤0.01% 186
2020
Q4 		– Sell
-128
Closed -$10K – 341
2020
Q3 		$10K Sell
128
-567
-82% -$44.2K ﹤0.01% 284
2020
Q2 		$48K Sell
695
-11,794
-94% -$838K 0.02% 193
2020
Q1 		$785K Sell
12,489
-9,693
-44% -$699K 0.57% 54
2019
Q4 		$1.73M Buy
22,182
+20,430
+1,166% +$1.6M 0.81% 28
2019
Q3 		$128K Buy
1,752
+888
+103% +$62.4K 0.05% 272
2019
Q2 		$53K Sell
864
-37,494
-98% -$2.27M 0.02% 337
2019
Q1 		$2.45M Buy
38,358
+37,965
+9,660% +$2.17M 0.66% 47
2018
Q4 		$20K Sell
393
-1,104
-74% -$55.9K 0.01% 350
2018
Q3 		$87K Buy
1,497
+681
+83% +$33.3K 0.02% 249
2018
Q2 		$40K Sell
816
-19,089
-96% -$891K 0.02% 276
2018
Q1 		$926K Buy
19,905
+405
+2% +$17.6K 0.44% 87
2017
Q4 		$733K Hold
19,500
– – 0.38% 107
2017
Q3 		$711K Hold
19,500
– – 0.38% 85
2017
Q2 		$769K Buy
+19,500
New +$712K 0.48% 72
2015
Q3 		$200K Hold
8,454
– – 0.08% 164
2015
Q2 		$201K Sell
8,454
-70,860
-89% -$1.6M 0.06% 177
2015
Q1 		$1.88M Sell
79,314
-112,572
-59% -$2.53M 0.46% 79
2014
Q4 		$4.07M Buy
+191,886
New +$3.85M 0.81% 34
2013
Q4 		$5.4M Sell
492,540
-36
-0% -$406 0.46% 62
2013
Q3 		$5.72M Sell
492,576
-6,000
-1% -$70.2K 0.44% 50
2013
Q2 		$5.58M Buy
+498,576
New +$5.9M 0.47% 53

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rational Advisors's EW Position: Q4 2023 in Review

Rational Advisors sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 140 shares — an estimated $13.2K sold.

Rational Advisors first reported a position in EW in Q2 2013 and held it in 28 quarters. The position peaked at $5.72M in Q3 2013. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Rational Advisors reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 140 Edwards Lifesciences shares in Q4 2023, an estimated $13.2K.
  • Rational Advisors first reported a position in Edwards Lifesciences in Q2 2013 and held it in 28 quarters.
  • Rational Advisors's Edwards Lifesciences position peaked at $5.72M in Q3 2013.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.