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Scholtz & Company’s Edwards Lifesciences EW Stock Holding History

Scholtz & Company’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
-18,001
Closed -$1.34M – 41
2022
Q4 		$1.34M Sell
18,001
-60
-0.3% -$4.62K 0.95% 26
2022
Q3 		$1.35M Sell
18,061
-18,074
-50% -$1.74M 0.96% 28
2022
Q2 		$3.44M Sell
36,135
-973
-3% -$101K 2.11% 19
2022
Q1 		$4.37M Sell
37,108
-3,108
-8% -$349K 1.72% 22
2021
Q4 		$5.21M Sell
40,216
-5,274
-12% -$615K 1.68% 25
2021
Q3 		$5.15M Sell
45,490
-1,857
-4% -$212K 1.82% 21
2021
Q2 		$4.9M Buy
47,347
+4,150
+10% +$391K 1.68% 24
2021
Q1 		$3.61M Buy
43,197
+479
+1% +$40.5K 1.37% 30
2020
Q4 		$3.9M Buy
42,718
+10,832
+34% +$898K 1.52% 27
2020
Q3 		$2.54M Sell
31,886
-131
-0.4% -$10.2K 1.11% 34
2020
Q2 		$2.21M Buy
32,017
+1,576
+5% +$112K 1.1% 32
2020
Q1 		$1.91M Buy
30,441
+2,985
+11% +$215K 1.47% 23
2019
Q4 		$2.13M Sell
27,456
-306
-1% -$23.9K 1.24% 30
2019
Q3 		$2.04M Sell
27,762
-28,107
-50% -$1.97M 1.36% 29
2019
Q2 		$3.44M Sell
55,869
-2,265
-4% -$137K 2.23% 17
2019
Q1 		$3.71M Sell
58,134
-20,076
-26% -$1.15M 2.47% 20
2018
Q4 		$3.99M Sell
78,210
-33,960
-30% -$1.72M 3.47% 14
2018
Q3 		$6.51M Buy
112,170
+9,540
+9% +$467K 4.11% 7
2018
Q2 		$4.98M Sell
102,630
-300
-0.3% -$14K 3.49% 10
2018
Q1 		$4.79M Sell
102,930
-1,050
-1% -$45.6K 3.54% 8
2017
Q4 		$3.91M Sell
103,980
-3,090
-3% -$113K 2.83% 12
2017
Q3 		$3.9M Buy
107,070
+10,650
+11% +$406K 3.05% 13
2017
Q2 		$3.8M Buy
+96,420
New +$3.52M 3.28% 12

Other funds holding EW

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

Scholtz & Company's EW Position: Q1 2023 in Review

Scholtz & Company sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 18,001 shares — an estimated $1.34M sold.

Scholtz & Company first reported a position in EW in Q2 2017 and held it in 23 quarters. The position peaked at $6.51M in Q3 2018. 1,246 funds tracked by Wall St. Rank hold EW as of Q1 2023.

  • Scholtz & Company reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
  • Scholtz & Company sold 18,001 Edwards Lifesciences shares in Q1 2023, an estimated $1.34M.
  • Scholtz & Company first reported a position in Edwards Lifesciences in Q2 2017 and held it in 23 quarters.
  • Scholtz & Company's Edwards Lifesciences position peaked at $6.51M in Q3 2018.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Scholtz & Company's 13F filing for Q1 2023, filed 15 May 2023.