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Saranac Partners’s Edwards Lifesciences EW Stock Holding History

Saranac Partners’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
-73,403
Closed -$5.09M – 84
2023
Q3 		$5.09M Buy
73,403
+935
+1% +$75.1K 2.86% 18
2023
Q2 		$6.84M Buy
72,468
+737
+1% +$64.1K 3.62% 10
2023
Q1 		$5.93M Buy
71,731
+49,381
+221% +$3.88M 3.5% 11
2022
Q4 		$1.67M Buy
+22,350
New +$1.72M 3.02% 19

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Saranac Partners's EW Position: Q4 2023 in Review

Saranac Partners sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 73,403 shares — an estimated $5.09M sold.

Saranac Partners first reported a position in EW in Q4 2022 and held it in 4 quarters. The position peaked at $6.84M in Q2 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Saranac Partners reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Saranac Partners sold 73,403 Edwards Lifesciences shares in Q4 2023, an estimated $5.09M.
  • Saranac Partners first reported a position in Edwards Lifesciences in Q4 2022 and held it in 4 quarters.
  • Saranac Partners's Edwards Lifesciences position peaked at $6.84M in Q2 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Saranac Partners's 13F filing for Q4 2023, filed 2 Feb 2026.