TC
EW icon

Telemus Capital’s Edwards Lifesciences EW Stock Holding History

Telemus 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 		$600K Sell
7,872
-5,897
-43% -$410K 0.05% 215
2023
Q3 		$954K Buy
13,769
+49
+0.4% +$3.94K 0.09% 157
2023
Q2 		$1.29M Buy
13,720
+2,618
+24% +$228K 0.11% 142
2023
Q1 		$918K Buy
11,102
+2,201
+25% +$173K 0.08% 170
2022
Q4 		$685K Buy
8,901
+124
+1% +$9.56K 0.06% 203
2022
Q3 		$725K Sell
8,777
-491
-5% -$47.2K 0.07% 182
2022
Q2 		$881K Buy
9,268
+392
+4% +$40.6K 0.09% 183
2022
Q1 		$1.04M Buy
8,876
+2,876
+48% +$323K 0.09% 168
2021
Q4 		$777K Sell
6,000
-500
-8% -$58.3K 0.06% 206
2021
Q3 		$736K Buy
+6,500
New +$742K 0.06% 201
2020
Q4 		– Sell
-16,000
Closed -$1.36M – 401
2020
Q3 		$1.36M Sell
16,000
-5,000
-24% -$390K 0.1% 163
2020
Q2 		$1.42M Hold
21,000
– – 0.11% 145
2020
Q1 		$527K Hold
21,000
– – 0.04% 243
2019
Q4 		$1.63M Hold
21,000
– – 0.13% 137
2019
Q3 		$1.54M Hold
21,000
– – 0.12% 133
2019
Q2 		$1.47M Hold
21,000
– – 0.13% 130
2019
Q1 		$1.34M Hold
21,000
– – 0.1% 153
2018
Q4 		$1.07M Sell
21,000
-10,200
-33% -$516K 0.09% 172
2018
Q3 		$1.81M Sell
31,200
-600
-2% -$29.3K 0.14% 129
2018
Q2 		$1.54M Buy
31,800
+10,200
+47% +$476K 0.12% 148
2018
Q1 		$1M Sell
21,600
-423
-2% -$18.4K 0.08% 197
2017
Q4 		$827K Buy
22,023
+285
+1% +$10.5K 0.06% 223
2017
Q3 		$792K Sell
21,738
-351
-2% -$13.4K 0.09% 159
2017
Q2 		$871K Sell
22,089
-21,000
-49% -$767K 0.09% 162
2017
Q1 		$1.35M Sell
43,089
-2,418
-5% -$75.7K 0.14% 115
2016
Q4 		$1.42M Sell
45,507
-5,493
-11% -$178K 0.19% 98
2016
Q3 		$2.05M Buy
51,000
+12,000
+31% +$452K 0.23% 87
2016
Q2 		$1.3M Buy
39,000
+6,000
+18% +$205K 0.16% 119
2016
Q1 		$970K Buy
+33,000
New +$911K 0.16% 122

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Telemus Capital's EW Position: Q4 2023 in Review

Telemus Capital reduced its Edwards Lifesciences (EW) stake by 43% in Q4 2023, selling an estimated $410K and leaving 7,872 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #215.

Telemus Capital first reported a position in EW in Q1 2016 and has held it in 29 quarters since. The position peaked at $2.05M in Q3 2016. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Telemus Capital held 7,872 shares of Edwards Lifesciences worth $600K as of Q4 2023.
  • Telemus Capital sold 5,897 Edwards Lifesciences shares in Q4 2023, an estimated $410K.
  • Edwards Lifesciences made up 0.05% of Telemus Capital's portfolio in Q4 2023, its #215 holding.
  • Telemus Capital first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 29 quarters since.
  • Telemus Capital's Edwards Lifesciences position peaked at $2.05M in Q3 2016.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.