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Alphinity Investment Management’s Edwards Lifesciences EW Stock Holding History

Alphinity Investment Management’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
-524,008
Closed -$36.3M – 32
2023
Q3 		$36.3M Buy
524,008
+347,206
+196% +$27.9M 0.58% 23
2023
Q2 		$16.7M Buy
+176,802
New +$15.4M 0.27% 25

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alphinity Investment Management's EW Position: Q4 2023 in Review

Alphinity Investment Management sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 524,008 shares — an estimated $36.3M sold.

Alphinity Investment Management first reported a position in EW in Q2 2023 and held it in 2 quarters. The position peaked at $36.3M in Q3 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Alphinity Investment Management reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Alphinity Investment Management sold 524,008 Edwards Lifesciences shares in Q4 2023, an estimated $36.3M.
  • Alphinity Investment Management first reported a position in Edwards Lifesciences in Q2 2023 and held it in 2 quarters.
  • Alphinity Investment Management's Edwards Lifesciences position peaked at $36.3M in Q3 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Alphinity Investment Management's 13F filing for Q4 2023, filed 25 Jan 2024.