Schubert & Co’s Edwards Lifesciences EW Stock Holding History

Schubert & Co’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	-19	Closed	-$1.57K	–	529
2023 Q1	$1.57K	Buy	19 +6	+46%	+$472	﹤0.01%	1011
2022 Q4	$970	Buy	13 +2	+18%	+$154	﹤0.01%	1188
2022 Q3	$1K	Sell	11 -2	-15%	-$192	﹤0.01%	1086
2022 Q2	$1K	Sell	13 -1	-7%	-$104	﹤0.01%	1074
2022 Q1	$2K	Buy	14 +3	+27%	+$337	﹤0.01%	397
2021 Q4	$1K	Buy	+11	New	+$1.28K	﹤0.01%	624

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

Schubert & Co's EW Position: Q2 2023 in Review

Schubert & Co sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 19 shares — an estimated $1.57K sold.

Schubert & Co first reported a position in EW in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

Schubert & Co reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 19 Edwards Lifesciences shares in Q2 2023, an estimated $1.57K.
Schubert & Co first reported a position in Edwards Lifesciences in Q4 2021 and held it in 6 quarters.
Schubert & Co's Edwards Lifesciences position peaked at $2K in Q1 2022.
1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.