UOC
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UBS O'Connor’s Edwards Lifesciences EW Stock Holding History

UBS O'Connor’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
2025
Q3 		– Sell
-14,510
Closed -$1.13M – 355
2025
Q2 		$1.13M Buy
14,510
+3,590
+33% +$268K 0.03% 198
2025
Q1 		$791K Buy
10,920
+1,160
+12% +$83K 0.02% 202
2024
Q4 		$723K Buy
9,760
+2,760
+39% +$193K 0.02% 257
2024
Q3 		$462K Buy
+7,000
New +$509K 0.01% 348
2016
Q2 		– Sell
-15,000
Closed -$441K – 439
2016
Q1 		$441K Buy
+15,000
New +$414K 0.01% 368
2015
Q3 		– Sell
-14,904
Closed -$354K – 582
2015
Q2 		$354K Buy
14,904
+2,430
+19% +$54.8K 0.01% 633
2015
Q1 		$296K Buy
+12,474
New +$280K 0.01% 618

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return