Zeke Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Zeke Capital Advisors’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	$476K	Buy	6,377 +1,023	+19%	+$78.8K	0.03%	246
2022 Q3	$442K	Sell	5,354 -11	-0.2%	-$1.06K	0.03%	226
2022 Q2	$510K	Sell	5,365 -26	-0.5%	-$2.69K	0.03%	213
2022 Q1	$634K	Buy	+5,391	New	+$605K	0.03%	190
2020 Q1	–	Sell	-4,863	Closed	-$378K	–	334
2019 Q4	$378K	Sell	4,863 -4,074	-46%	-$318K	0.03%	430
2019 Q3	$655K	Sell	8,937 -1,122	-11%	-$78.8K	0.06%	299
2019 Q2	$619K	Sell	10,059 -1,050	-9%	-$63.5K	0.06%	305
2019 Q1	$708K	Sell	11,109 -1,467	-12%	-$83.7K	0.07%	275
2018 Q4	$642K	Sell	12,576 -618	-5%	-$31.3K	0.06%	288
2018 Q3	$766K	Hold	13,194	–	–	0.06%	298
2018 Q2	$640K	Hold	13,194	–	–	0.06%	254
2018 Q1	$614K	Buy	13,194 +7,548	+134%	+$328K	0.06%	290
2017 Q4	$212K	Sell	5,646 -1,377	-20%	-$50.5K	0.02%	492
2017 Q3	$256K	Buy	+7,023	New	+$268K	0.04%	359

Other funds holding EW

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Zeke Capital Advisors's EW Position: Q4 2022 in Review

Zeke Capital Advisors increased its Edwards Lifesciences (EW) stake by 19% in Q4 2022, buying an estimated $78.8K and bringing the position to 6,377 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #246.

Zeke Capital Advisors first reported a position in EW in Q3 2017 and has held it in 14 quarters since. The position peaked at $766K in Q3 2018. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Zeke Capital Advisors held 6,377 shares of Edwards Lifesciences worth $476K as of Q4 2022.
Zeke Capital Advisors bought 1,023 Edwards Lifesciences shares in Q4 2022, an estimated $78.8K.
Edwards Lifesciences made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #246 holding.
Zeke Capital Advisors first reported a position in Edwards Lifesciences in Q3 2017 and has held it in 14 quarters since.
Zeke Capital Advisors's Edwards Lifesciences position peaked at $766K in Q3 2018.
1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.