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Tekla Capital Management’s Edwards Lifesciences EW Stock Holding History

Tekla Capital Management’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 		$17.9M Buy
189,597
+18,451
+11% +$1.6M 0.7% 41
2023
Q1 		$14.2M Sell
171,146
-242
-0.1% -$19K 0.54% 41
2022
Q4 		$12.8M Hold
171,388
– – 0.48% 49
2022
Q3 		$14.2M Hold
171,388
– – 0.58% 43
2022
Q2 		$16.3M Sell
171,388
-5,800
-3% -$600K 0.64% 41
2022
Q1 		$20.9M Hold
177,188
– – 0.73% 37
2021
Q4 		$23M Sell
177,188
-17,442
-9% -$2.03M 0.74% 38
2021
Q3 		$22M Sell
194,630
-26,925
-12% -$3.07M 0.71% 41
2021
Q2 		$22.9M Sell
221,555
-17,200
-7% -$1.62M 0.75% 35
2021
Q1 		$20M Sell
238,755
-26,200
-10% -$2.21M 0.69% 39
2020
Q4 		$24.2M Sell
264,955
-26,200
-9% -$2.17M 0.85% 35
2020
Q3 		$23.2M Buy
291,155
+89,009
+44% +$6.95M 0.87% 30
2020
Q2 		$14M Hold
202,146
– – 0.53% 42
2020
Q1 		$12.7M Sell
202,146
-6,525
-3% -$471K 0.57% 39
2019
Q4 		$16.2M Buy
208,671
+12,951
+7% +$1.01M 0.61% 38
2019
Q3 		$14.3M Sell
195,720
-13,587
-6% -$954K 0.63% 40
2019
Q2 		$12.9M Buy
209,307
+38,913
+23% +$2.35M 0.53% 44
2019
Q1 		$10.9M Hold
170,394
– – 0.44% 51
2018
Q4 		$8.7M Sell
170,394
-59,694
-26% -$3.02M 0.37% 57
2018
Q3 		$13.4M Buy
230,088
+31,263
+16% +$1.53M 0.48% 49
2018
Q2 		$9.65M Hold
198,825
– – 0.37% 63
2018
Q1 		$9.25M Buy
198,825
+3,525
+2% +$153K 0.36% 61
2017
Q4 		$7.34M Sell
195,300
-96,900
-33% -$3.56M 0.28% 69
2017
Q3 		$10.6M Buy
+292,200
New +$11.1M 0.38% 51
2017
Q2 		– Sell
-167,700
Closed -$5.26M – 145
2017
Q1 		$5.26M Buy
+167,700
New +$5.25M 0.2% 86

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tekla Capital Management's EW Position: Q2 2023 in Review

Tekla Capital Management increased its Edwards Lifesciences (EW) stake by 11% in Q2 2023, buying an estimated $1.6M and bringing the position to 189,597 shares worth $17.9M. The position accounts for 0.7% of the portfolio, ranked #41.

Tekla Capital Management first reported a position in EW in Q1 2017 and has held it in 25 quarters since. The position peaked at $24.2M in Q4 2020. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.

  • Tekla Capital Management held 189,597 shares of Edwards Lifesciences worth $17.9M as of Q2 2023.
  • Tekla Capital Management bought 18,451 Edwards Lifesciences shares in Q2 2023, an estimated $1.6M.
  • Edwards Lifesciences made up 0.7% of Tekla Capital Management's portfolio in Q2 2023, its #41 holding.
  • Tekla Capital Management first reported a position in Edwards Lifesciences in Q1 2017 and has held it in 25 quarters since.
  • Tekla Capital Management's Edwards Lifesciences position peaked at $24.2M in Q4 2020.
  • 1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Tekla Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.