Terry Smith’s Edwards Lifesciences EW Stock Holding History

Terry Smith’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	-9,979	Closed	-$826K	–	41
2023 Q1	$826K	Hold	9,979	–	–	﹤0.01%	40
2022 Q4	$745K	Hold	9,979	–	–	﹤0.01%	38
2022 Q3	$825K	Buy	+9,979	New	+$960K	﹤0.01%	46

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Terry Smith's EW Position: Q2 2023 in Review

Terry Smith sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 9,979 shares — an estimated $826K sold.

Terry Smith first reported a position in EW in Q3 2022 and held it in 3 quarters. The position peaked at $826K in Q1 2023. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.

Terry Smith reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
Terry Smith sold 9,979 Edwards Lifesciences shares in Q2 2023, an estimated $826K.
Terry Smith first reported a position in Edwards Lifesciences in Q3 2022 and held it in 3 quarters.
Terry Smith's Edwards Lifesciences position peaked at $826K in Q1 2023.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Fundsmith LLP's 13F filing for Q2 2023, filed 14 Aug 2023.