CIP
EW icon

Chartwell Investment Partners’s Edwards Lifesciences EW Stock Holding History

Chartwell Investment 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
2023
Q4 		– Sell
-22,363
Closed -$1.55M – 426
2023
Q3 		$1.55M Hold
22,363
– – 0.06% 303
2023
Q2 		$2.11M Sell
22,363
-13,982
-38% -$1.22M 0.08% 274
2023
Q1 		$3.01M Buy
36,345
+18,599
+105% +$1.46M 0.11% 240
2022
Q4 		$1.32M Hold
17,746
– – 0.05% 314
2022
Q3 		$1.47M Hold
17,746
– – 0.06% 300
2022
Q2 		$1.69M Buy
17,746
+265
+2% +$27.4K 0.07% 292
2022
Q1 		$2.06M Buy
17,481
+1,023
+6% +$115K 0.07% 291
2021
Q4 		$2.13M Hold
16,458
– – 0.06% 296
2021
Q3 		$1.86M Hold
16,458
– – 0.06% 299
2021
Q2 		$1.71M Sell
16,458
-10,502
-39% -$990K 0.05% 315
2021
Q1 		$2.25M Sell
26,960
-1,141
-4% -$96.5K 0.07% 267
2020
Q4 		$2.56M Buy
28,101
+537
+2% +$44.5K 0.08% 253
2020
Q3 		$2.2M Buy
27,564
+593
+2% +$46.3K 0.08% 261
2020
Q2 		$1.86M Buy
26,971
+2,389
+10% +$170K 0.07% 273
2020
Q1 		$1.55M Sell
24,582
-750
-3% -$54.1K 0.07% 279
2019
Q4 		$1.97M Buy
25,332
+2,775
+12% +$217K 0.07% 290
2019
Q3 		$1.65M Sell
22,557
-390
-2% -$27.4K 0.06% 330
2019
Q2 		$1.41M Sell
22,947
-669
-3% -$40.5K 0.05% 357
2019
Q1 		$1.51M Buy
23,616
+8,994
+62% +$513K 0.05% 359
2018
Q4 		$747K Hold
14,622
– – 0.03% 410
2018
Q3 		$849K Hold
14,622
– – 0.03% 447
2018
Q2 		$710K Hold
14,622
– – 0.02% 464
2018
Q1 		$680K Hold
14,622
– – 0.02% 390
2017
Q4 		$549K Hold
14,622
– – 0.02% 398
2017
Q3 		$532K Buy
14,622
+1,005
+7% +$38.3K 0.02% 396
2017
Q2 		$537K Buy
13,617
+330
+2% +$12K 0.02% 391
2017
Q1 		$417K Sell
13,287
-79,128
-86% -$2.48M 0.02% 393
2016
Q4 		$2.89M Sell
92,415
-111,780
-55% -$3.62M 0.1% 278
2016
Q3 		$8.21M Buy
+204,195
New +$7.69M 0.15% 203

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Chartwell Investment Partners's EW Position: Q4 2023 in Review

Chartwell Investment Partners sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 22,363 shares — an estimated $1.55M sold.

Chartwell Investment Partners first reported a position in EW in Q3 2016 and held it in 29 quarters. The position peaked at $8.21M in Q3 2016. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Chartwell Investment Partners reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Chartwell Investment Partners sold 22,363 Edwards Lifesciences shares in Q4 2023, an estimated $1.55M.
  • Chartwell Investment Partners first reported a position in Edwards Lifesciences in Q3 2016 and held it in 29 quarters.
  • Chartwell Investment Partners's Edwards Lifesciences position peaked at $8.21M in Q3 2016.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Chartwell Investment Partners's 13F filing for Q4 2023, filed 15 Feb 2024.