EW β€” EDWARD LIFESCIENCES

Ownership history in Sara-Bay Financial  Β·  22 quarters on record

AI Ownership Summary

Sara-Bay Financial reported EDWARD LIFESCIENCES (EW) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.25% in 2024 Q1. The latest visible filing shows EW at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sara-Bay Financial's position in EDWARD LIFESCIENCES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EW was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sara-Bay Financial held EW β€” position size vs. price
% of Fund (quarterly)    EW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 3,387 β€” 0% 0.07% $263K 2025-10-10 $73.94
2025 Q2 REDUCED 3,387 -733 -17.8% 0.09% $265K 2025-07-15 $76.81
2025 Q1 REDUCED 4,120 -732 -15.1% 0.13% $292K 2025-04-11 $69.40
2024 Q4 UNCHANGED 4,852 β€” 0% 0.13% $360K 2025-01-15 $70.28
2024 Q3 REDUCED 4,852 -1,162 -19.3% 0.12% $320K 2024-10-07 $64.54
2024 Q2 UNCHANGED 6,014 β€” 0% 0.23% $556K 2024-07-19 $86.50
2024 Q1 UNCHANGED 6,014 β€” 0% 0.25% $567K 2024-04-16 $90.05
2023 Q4 UNCHANGED 6,014 β€” 0% 0.22% $459K 2024-01-12 $74.03
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sara-Bay Financial and EW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sara-Bay Financial reported owning EW?

Sara-Bay Financial reported EW across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EW position in Sara-Bay Financial's portfolio?

The largest reported portfolio weight for EW was 0.25% in 2024 Q1.

What is the latest reported EW position on this page?

The most recent filing on this page is 2025 Q3, when Sara-Bay Financial reported 3,387 shares, equal to 0.07% of portfolio, with an estimated market value of $263K.

What does the chart on this EW ownership page compare?

The chart compares Sara-Bay Financial's quarterly EW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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