EW β€” Edwards Lifesciences Corp

Ownership history in Advisors Preferred, LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Advisors Preferred, LLC reported a position in Edwards Lifesciences Corp (EW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.46% (2014 Q4)
πŸ“Š Avg. % of fund
0.2%
πŸ“… First filed
2014 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Advisors Preferred, LLC Γ— EW AI Analytics

πŸ“ˆ Advisors Preferred, LLC outperformed the S&P 500 by +62.6% annually on this EW position. Timing score: 50% (3/6 decisions correct). Average cost basis: $58.05. Maximum drawdown during holding period: –33.9%.

πŸ“ˆ Position Alpha vs SPY
+62.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 62.6% per year on this position.
6 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct

πŸ’° Entry Quality
$58.05
+34.0% vs current ($77.77)

Best entry: $17.02 (2014 Q3)  Β·  Worst: $117.72 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–33.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.03% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    EW price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,045 -16,648 -84.5% 0.03% $232K $77.77
2022 Q1 ADDED 19,693 +1,387 +7.6% 0.20% $2.4M $117.72
2020 Q3 REDUCED 18,306 -232 -1.3% 0.29% $1.5M $79.82
2020 Q2 ADDED 18,538 +18,041 +3630.0% 0.36% $1.3M $69.11
2020 Q1 REDUCED 497 -7,113 -93.5% 0.06% $94K $62.87
2014 Q4 ADDED 7,610 +7,140 +1519.1% 0.46% $969K $21.23
2014 Q3 INITIATED 470 β€” β€” 0.03% $48K $17.02

🏒 Other funds also holding EW

As of 2025 Q4 β€” sorted by position size

2Xideas AG 3Y 10.25% Seilern Investment Management Ltd 6.1% Longaeva Partners L.P. 6.04% Nantahala Capital Management, LLC 3Y 7Y 5.07% ORBIMED ADVISORS LLC 3Y 7Y 3.21% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 3.17% Triodos Investment Management BV 3Y 7Y 3.15% Saranac Partners Ltd 3.02% WEDGEWOOD PARTNERS INC 3Y 7Y 2.88% Catalio Capital Management, LP 2.82%
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