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Tri Locum Partners’s Edwards Lifesciences EW Stock Holding History

Tri Locum Partners’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
2022
Q4 		– Sell
-171,082
Closed -$14.1M – 80
2022
Q3 		$14.1M Sell
171,082
-11,572
-6% -$1.11M 3.88% 9
2022
Q2 		$17.4M Buy
182,654
+75,864
+71% +$7.85M 7.11% 3
2022
Q1 		$12.6M Sell
106,790
-40,606
-28% -$4.56M 4.91% 6
2021
Q4 		$19.1M Buy
147,396
+24,516
+20% +$2.86M 7.52% 3
2021
Q3 		$13.9M Buy
122,880
+74,613
+155% +$8.52M 5.53% 6
2021
Q2 		$5M Buy
+48,267
New +$4.55M 1.64% 16

Other funds holding EW

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Tri Locum Partners's EW Position: Q4 2022 in Review

Tri Locum Partners sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 171,082 shares — an estimated $14.1M sold.

Tri Locum Partners first reported a position in EW in Q2 2021 and held it in 6 quarters. The position peaked at $19.1M in Q4 2021. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Tri Locum Partners reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Tri Locum Partners sold 171,082 Edwards Lifesciences shares in Q4 2022, an estimated $14.1M.
  • Tri Locum Partners first reported a position in Edwards Lifesciences in Q2 2021 and held it in 6 quarters.
  • Tri Locum Partners's Edwards Lifesciences position peaked at $19.1M in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Tri Locum Partners's 13F filing for Q4 2022, filed 14 Feb 2023.