CGIM
EW icon

Capital Group Investment Management’s Edwards Lifesciences EW Stock Holding History

Capital Group 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
2024
Q4 		– Sell
-10,225
Closed -$675K – 142
2024
Q3 		$675K Hold
10,225
– – 0.14% 122
2024
Q2 		$944K Buy
10,225
+363
+4% +$32.1K 0.2% 102
2024
Q1 		$942K Sell
9,862
-1,447
-13% -$122K 0.17% 139
2023
Q4 		$862K Sell
11,309
-147,874
-93% -$10.3M 0.09% 157
2023
Q3 		$11M Sell
159,183
-44,322
-22% -$3.56M 0.72% 58
2023
Q2 		$19.2M Hold
203,505
– – 0.96% 38
2023
Q1 		$16.8M Sell
203,505
-98,668
-33% -$7.76M 0.9% 42
2022
Q4 		$22.5M Buy
+302,173
New +$23.3M 0.87% 54

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Group Investment Management's EW Position: Q4 2024 in Review

Capital Group Investment Management sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 10,225 shares — an estimated $675K sold.

Capital Group Investment Management first reported a position in EW in Q4 2022 and held it in 8 quarters. The position peaked at $22.5M in Q4 2022. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Capital Group Investment Management reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Capital Group Investment Management sold 10,225 Edwards Lifesciences shares in Q4 2024, an estimated $675K.
  • Capital Group Investment Management first reported a position in Edwards Lifesciences in Q4 2022 and held it in 8 quarters.
  • Capital Group Investment Management's Edwards Lifesciences position peaked at $22.5M in Q4 2022.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Capital Group Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.