Red Spruce Capital’s Edwards Lifesciences EW Stock Holding History

Red Spruce Capital’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 Q2	–	Sell	-6,325	Closed	-$523K	–	93
2023 Q1	$523K	Sell	6,325 -255	-4%	-$20K	0.31%	78
2022 Q4	$491K	Hold	6,580	–	–	0.31%	77
2022 Q3	$544K	Hold	6,580	–	–	0.38%	70
2022 Q2	$626K	Buy	6,580 +549	+9%	+$56.8K	0.42%	69
2022 Q1	$710K	Buy	6,031 +735	+14%	+$82.5K	0.4%	71
2021 Q4	$686K	Buy	5,296 +885	+20%	+$103K	0.38%	78
2021 Q3	$499K	Buy	4,411 +34	+0.8%	+$3.88K	0.29%	84
2021 Q2	$453K	Buy	4,377 +859	+24%	+$81K	0.27%	83
2021 Q1	$294K	Buy	+3,518	New	+$297K	0.19%	89

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

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

Red Spruce Capital's EW Position: Q2 2023 in Review

Red Spruce Capital sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 6,325 shares — an estimated $523K sold.

Red Spruce Capital first reported a position in EW in Q1 2021 and held it in 9 quarters. The position peaked at $710K in Q1 2022. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

Red Spruce Capital reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
Red Spruce Capital sold 6,325 Edwards Lifesciences shares in Q2 2023, an estimated $523K.
Red Spruce Capital first reported a position in Edwards Lifesciences in Q1 2021 and held it in 9 quarters.
Red Spruce Capital's Edwards Lifesciences position peaked at $710K in Q1 2022.
1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Red Spruce Capital's 13F filing for Q2 2023, filed 5 Jul 2023.