WoodTrust Financial’s Edwards Lifesciences EW Stock Holding History

WoodTrust Financial’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 Q4	–	Sell	-12,065	Closed	-$836K	–	166
2023 Q3	$836K	Buy	12,065 +285	+2%	+$22.9K	0.16%	83
2023 Q2	$1.11M	Buy	11,780 +250	+2%	+$21.7K	0.21%	74
2023 Q1	$954K	Buy	11,530 +1,300	+13%	+$102K	0.19%	78
2022 Q4	$763K	Hold	10,230	–	–	0.16%	84
2022 Q3	$846K	Buy	10,230 +999	+11%	+$96.1K	0.19%	80
2022 Q2	$878K	Buy	9,231 +3,500	+61%	+$362K	0.2%	74
2022 Q1	$675K	Sell	5,731 -600	-9%	-$67.3K	0.14%	88
2021 Q4	$820K	Buy	6,331 +1,750	+38%	+$204K	0.17%	76
2021 Q3	$518K	Buy	4,581 +1,845	+67%	+$211K	0.12%	89
2021 Q2	$283K	Buy	+2,736	New	+$258K	0.07%	109
2019 Q3	–	Sell	-5,520	Closed	-$340K	–	74
2019 Q2	$340K	Buy	+5,520	New	+$334K	0.15%	60

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WoodTrust Financial's EW Position: Q4 2023 in Review

WoodTrust Financial sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 12,065 shares — an estimated $836K sold.

WoodTrust Financial first reported a position in EW in Q2 2019 and held it in 11 quarters. The position peaked at $1.11M in Q2 2023. 1,244 funds tracked by Wall St. Rank hold EW as of Q4 2023.

WoodTrust Financial reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
WoodTrust Financial sold 12,065 Edwards Lifesciences shares in Q4 2023, an estimated $836K.
WoodTrust Financial first reported a position in Edwards Lifesciences in Q2 2019 and held it in 11 quarters.
WoodTrust Financial's Edwards Lifesciences position peaked at $1.11M in Q2 2023.
1,244 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on WoodTrust Financial's 13F filing for Q4 2023, filed 23 Jan 2024.