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Castleview Partners’s Edwards Lifesciences EW Stock Holding History

Castleview Partners’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
Q1 		– Sell
-233
Closed -$17.8K – 913
2023
Q4 		$17.8K Hold
233
– – 0.01% 449
2023
Q3 		$16.1K Sell
233
-64
-22% -$5.14K 0.01% 382
2023
Q2 		$28K Hold
297
– – 0.03% 328
2023
Q1 		$24.6K Buy
+297
New +$23.3K 0.02% 321
2022
Q4 		– Sell
-487
Closed -$40K – 673
2022
Q3 		$40K Sell
487
-2,121
-81% -$204K 0.04% 278
2022
Q2 		$110K Buy
2,608
+1,886
+261% +$195K 0.09% 200
2022
Q1 		$84K Buy
+722
New +$81K 0.05% 265

Other funds holding EW

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Castleview Partners's EW Position: Q1 2024 in Review

Castleview Partners sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 233 shares — an estimated $17.8K sold.

Castleview Partners first reported a position in EW in Q1 2022 and held it in 7 quarters. The position peaked at $110K in Q2 2022. 1,281 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Castleview Partners reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Castleview Partners sold 233 Edwards Lifesciences shares in Q1 2024, an estimated $17.8K.
  • Castleview Partners first reported a position in Edwards Lifesciences in Q1 2022 and held it in 7 quarters.
  • Castleview Partners's Edwards Lifesciences position peaked at $110K in Q2 2022.
  • 1,281 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Castleview Partners's 13F filing for Q1 2024, filed 10 May 2024.