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Sonen Capital’s Edwards Lifesciences EW Stock Holding History

Sonen 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
Q4 		$261K Sell
3,417
-4,865
-59% -$339K 0.49% 60
2023
Q3 		$574K Buy
8,282
+5,053
+156% +$406K 1.13% 29
2023
Q2 		$305K Buy
+3,229
New +$281K 0.51% 63
2022
Q1 		– Sell
-2,215
Closed -$287K – 99
2021
Q4 		$287K Buy
+2,215
New +$258K 0.28% 88

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sonen Capital's EW Position: Q4 2023 in Review

Sonen Capital reduced its Edwards Lifesciences (EW) stake by 59% in Q4 2023, selling an estimated $339K and leaving 3,417 shares worth $261K. The position accounts for 0.49% of the portfolio, ranked #60.

Sonen Capital first reported a position in EW in Q4 2021 and has held it in 4 quarters since. The position peaked at $574K in Q3 2023. 1,244 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Sonen Capital held 3,417 shares of Edwards Lifesciences worth $261K as of Q4 2023.
  • Sonen Capital sold 4,865 Edwards Lifesciences shares in Q4 2023, an estimated $339K.
  • Edwards Lifesciences made up 0.49% of Sonen Capital's portfolio in Q4 2023, its #60 holding.
  • Sonen Capital first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 4 quarters since.
  • Sonen Capital's Edwards Lifesciences position peaked at $574K in Q3 2023.
  • 1,244 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.