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Cerity Partners OCIO’s Edwards Lifesciences EW Stock Holding History

Cerity Partners OCIO’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
Q2 		– Sell
-2,176
Closed -$256K – 429
2022
Q1 		$256K Buy
2,176
+180
+9% +$20.2K 0.01% 375
2021
Q4 		$259K Hold
1,996
– – 0.01% 378
2021
Q3 		$226K Buy
+1,996
New +$228K 0.01% 388

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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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners OCIO's EW Position: Q2 2022 in Review

Cerity Partners OCIO sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 2,176 shares — an estimated $256K sold.

Cerity Partners OCIO first reported a position in EW in Q3 2021 and held it in 3 quarters. The position peaked at $259K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Cerity Partners OCIO reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 2,176 Edwards Lifesciences shares in Q2 2022, an estimated $256K.
  • Cerity Partners OCIO first reported a position in Edwards Lifesciences in Q3 2021 and held it in 3 quarters.
  • Cerity Partners OCIO's Edwards Lifesciences position peaked at $259K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Cerity Partners OCIO's 13F filing for Q2 2022, filed 26 Jul 2022.