Verity Asset Management’s Edwards Lifesciences EW Stock Holding History

Verity Asset Management’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	-7,166	Closed	-$592K	–	185
2022 Q3	$592K	Buy	+7,166	New	+$690K	0.61%	60
2022 Q1	$779K	Buy	6,615 +292	+5%	+$32.8K	0.5%	63
2021 Q4	$819K	Buy	6,323 +1,055	+20%	+$123K	0.48%	53
2021 Q3	$596K	Buy	5,268 +313	+6%	+$35.7K	0.39%	74
2021 Q2	$513K	Sell	4,955 -2,091	-30%	-$197K	0.28%	98
2021 Q1	$589K	Buy	7,046 +1,915	+37%	+$162K	0.35%	82
2020 Q4	$468K	Buy	+5,131	New	+$426K	0.33%	85

Other funds holding EW

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Verity Asset Management's EW Position: Q4 2022 in Review

Verity Asset Management sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 7,166 shares — an estimated $592K sold.

Verity Asset Management first reported a position in EW in Q4 2020 and held it in 7 quarters. The position peaked at $819K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Verity Asset Management reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
Verity Asset Management sold 7,166 Edwards Lifesciences shares in Q4 2022, an estimated $592K.
Verity Asset Management first reported a position in Edwards Lifesciences in Q4 2020 and held it in 7 quarters.
Verity Asset Management's Edwards Lifesciences position peaked at $819K in Q4 2021.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Verity Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.