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Touchstone Capital’s Edwards Lifesciences EW Stock Holding History

Touchstone 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
2024
Q3 		$2.02M Sell
30,673
-14,824
-33% -$1.08M 3.08% 15
2024
Q2 		$4.2M Buy
45,497
+14,329
+46% +$1.27M 6.59% 8
2024
Q1 		$2.98M Sell
31,168
-43,073
-58% -$3.62M 3.74% 13
2023
Q4 		$5.66M Buy
+74,241
New +$5.17M 5.38% 7

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Touchstone Capital's EW Position: Q3 2024 in Review

Touchstone Capital reduced its Edwards Lifesciences (EW) stake by 33% in Q3 2024, selling an estimated $1.08M and leaving 30,673 shares worth $2.02M. The position accounts for 3.08% of the portfolio, ranked #15.

Touchstone Capital first reported a position in EW in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.66M in Q4 2023. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Touchstone Capital held 30,673 shares of Edwards Lifesciences worth $2.02M as of Q3 2024.
  • Touchstone Capital sold 14,824 Edwards Lifesciences shares in Q3 2024, an estimated $1.08M.
  • Edwards Lifesciences made up 3.08% of Touchstone Capital's portfolio in Q3 2024, its #15 holding.
  • Touchstone Capital first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 4 quarters since.
  • Touchstone Capital's Edwards Lifesciences position peaked at $5.66M in Q4 2023.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Touchstone Capital's 13F filing for Q3 2024, filed 16 Oct 2024.