CIM
EW icon

CCLA Investment Management’s Edwards Lifesciences EW Stock Holding History

CCLA 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
-1,423,010
Closed -$133M – 62
2024
Q3 		$133M Hold
1,423,010
– – 2.04% 13
2024
Q2 		$133M Buy
1,423,010
+16,296
+1% +$1.44M 2.04% 13
2024
Q1 		$134M Buy
1,406,714
+1,405,319
+100,740% +$118M 2.06% 13
2023
Q4 		$107M Sell
1,395
-1,279,930
-100% -$89.1M 1.75% 27
2023
Q3 		$88.8M Buy
1,281,325
+25,770
+2% +$2.07M 1.66% 28
2023
Q2 		$118M Buy
1,255,555
+92,090
+8% +$8M 2.11% 12
2023
Q1 		$96.1M Buy
1,163,465
+96,873
+9% +$7.61M 1.89% 19
2022
Q4 		$79.6M Buy
1,066,592
+259,051
+32% +$20M 1.8% 23
2022
Q3 		$66.9M Buy
+807,541
New +$77.7M 1.62% 30
2022
Q1 		$94.6M Buy
802,978
+12,198
+2% +$1.37M 1.7% 23
2021
Q4 		$102M Sell
790,780
-47,157
-6% -$5.5M 1.68% 25
2021
Q3 		$94.9M Buy
837,937
+84,739
+11% +$9.67M 1.57% 27
2021
Q2 		$78M Buy
753,198
+188,568
+33% +$17.8M 0.95% 39
2021
Q1 		$47.2M Buy
564,630
+132,070
+31% +$11.2M 0.94% 51
2020
Q4 		$39M Buy
432,560
+3,790
+0.9% +$314K 0.88% 55
2020
Q3 		$34.2M Buy
+428,770
New +$33.5M 0.93% 49

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 $3.37T 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
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 40.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CCLA Investment Management's EW Position: Q4 2024 in Review

CCLA Investment Management sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 1,423,010 shares — an estimated $133M sold.

CCLA Investment Management first reported a position in EW in Q3 2020 and held it in 16 quarters. The position peaked at $134M in Q1 2024. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • CCLA Investment Management reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • CCLA Investment Management sold 1,423,010 Edwards Lifesciences shares in Q4 2024, an estimated $133M.
  • CCLA Investment Management first reported a position in Edwards Lifesciences in Q3 2020 and held it in 16 quarters.
  • CCLA Investment Management's Edwards Lifesciences position peaked at $134M in Q1 2024.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on CCLA Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.