Wilkinson Global Asset Management’s Edwards Lifesciences EW Stock Holding History

Wilkinson Global 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
2023 Q1	–	Sell	-2,825	Closed	-$211K	–	94
2022 Q4	$211K	Sell	2,825 -248,402	-99%	-$19.1M	0.02%	91
2022 Q3	$20.8M	Sell	251,227 -2,250	-0.9%	-$217K	1.87%	23
2022 Q2	$24.1M	Sell	253,477 -16,225	-6%	-$1.68M	2.05%	23
2022 Q1	$31.7M	Buy	269,702 +515	+0.2%	+$57.8K	2.04%	22
2021 Q4	$34.9M	Buy	269,187 +419	+0.2%	+$48.9K	1.93%	24
2021 Q3	$30.4M	Sell	268,768 -4,133	-2%	-$472K	1.85%	25
2021 Q2	$28.3M	Sell	272,901 -1,544	-0.6%	-$146K	1.67%	26
2021 Q1	$23M	Buy	+274,445	New	+$23.2M	1.45%	30

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 $3.38T AUM 44.17% 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

Wilkinson Global Asset Management's EW Position: Q1 2023 in Review

Wilkinson Global Asset Management sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 2,825 shares — an estimated $211K sold.

Wilkinson Global Asset Management first reported a position in EW in Q1 2021 and held it in 8 quarters. The position peaked at $34.9M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q1 2023.

Wilkinson Global Asset Management reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
Wilkinson Global Asset Management sold 2,825 Edwards Lifesciences shares in Q1 2023, an estimated $211K.
Wilkinson Global Asset Management first reported a position in Edwards Lifesciences in Q1 2021 and held it in 8 quarters.
Wilkinson Global Asset Management's Edwards Lifesciences position peaked at $34.9M in Q4 2021.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2023, filed 12 May 2023.