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American Trust’s Edwards Lifesciences EW Stock Holding History

American Trust’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
Q3 		– Sell
-9,106
Closed -$866K – 436
2022
Q2 		$866K Sell
9,106
-2,931
-24% -$303K 0.07% 138
2022
Q1 		$1.42M Sell
12,037
-482
-4% -$54.1K 0.1% 118
2021
Q4 		$1.62M Buy
+12,519
New +$1.46M 0.12% 81

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Trust's EW Position: Q3 2022 in Review

American Trust sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 9,106 shares — an estimated $866K sold.

American Trust first reported a position in EW in Q4 2021 and held it in 3 quarters. The position peaked at $1.62M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • American Trust reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • American Trust sold 9,106 Edwards Lifesciences shares in Q3 2022, an estimated $866K.
  • American Trust first reported a position in Edwards Lifesciences in Q4 2021 and held it in 3 quarters.
  • American Trust's Edwards Lifesciences position peaked at $1.62M in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on American Trust's 13F filing for Q3 2022, filed 2 Dec 2022.