EW β€” EDWARDS LIFESCIENCES COM

Ownership history in MONETARY MANAGEMENT GROUP INC  Β·  26 quarters on record

This page tracks every 13F SEC filing in which MONETARY MANAGEMENT GROUP INC reported a position in EDWARDS LIFESCIENCES COM (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
0.67% (2020 Q4)
πŸ“Š Avg. % of fund
0.3%
πŸ“… First filed
2001 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
26

Position Intelligence

MONETARY MANAGEMENT GROUP INC Γ— EW AI Analytics

πŸ“ˆ MONETARY MANAGEMENT GROUP INC outperformed the S&P 500 by +451.2% annually on this EW position. Timing score: 47% (9/19 decisions correct). Average cost basis: $70.35. Maximum drawdown during holding period: –49.1%.

πŸ“ˆ Position Alpha vs SPY
+451.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 451.2% per year on this position.
25 quarters analyzed

⏱️ Timing Score
47%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
9 of 19 add/trim decisions correct

πŸ’° Entry Quality
$70.35
+10.5% vs current ($77.77)

Best entry: $2.30 (2001 Q4)  Β·  Worst: $129.55 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–49.1%
max drawdown while held

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

πŸ’ͺ Fund Conviction
37%
buy-side decisions

7 adds Β· 12 trims. Bought during 0 of 11 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 500 β€” 0% 0.01% $39K $77.77
2025 Q2 UNCHANGED 500 β€” 0% 0.01% $39K $78.21
2025 Q1 UNCHANGED 500 β€” 0% 0.01% $36K $72.48
2024 Q4 UNCHANGED 500 β€” 0% 0.01% $37K $74.03
2024 Q3 REDUCED 500 -7,615 -93.8% 0.01% $33K $65.99
2024 Q2 UNCHANGED 8,115 β€” 0% 0.20% $750K $92.37
2024 Q1 ADDED 8,115 +625 +8.3% 0.22% $775K $95.56
2023 Q4 REDUCED 7,490 -1,300 -14.8% 0.18% $571K $76.25
2023 Q3 REDUCED 8,790 -1,200 -12.0% 0.20% $609K $69.28
2023 Q2 REDUCED 9,990 -3,300 -24.8% 0.29% $942K $94.33
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

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As of 2025 Q4 β€” sorted by position size

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