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Edge Capital Group’s Edwards Lifesciences EW Stock Holding History

Edge Capital Group’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
Q2 		– Sell
-840
Closed -$69.5K – 344
2023
Q1 		$69.5K Buy
840
+84
+11% +$6.6K ﹤0.01% 351
2022
Q4 		$56.4K Buy
756
+63
+9% +$4.86K ﹤0.01% 345
2022
Q3 		$57K Sell
693
-29,307
-98% -$2.82M ﹤0.01% 320
2022
Q2 		$357K Buy
+30,000
New +$3.11M 0.03% 215

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Edge Capital Group's EW Position: Q2 2023 in Review

Edge Capital Group sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 840 shares — an estimated $69.5K sold.

Edge Capital Group first reported a position in EW in Q2 2022 and held it in 4 quarters. The position peaked at $357K in Q2 2022. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

  • Edge Capital Group reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
  • Edge Capital Group sold 840 Edwards Lifesciences shares in Q2 2023, an estimated $69.5K.
  • Edge Capital Group first reported a position in Edwards Lifesciences in Q2 2022 and held it in 4 quarters.
  • Edge Capital Group's Edwards Lifesciences position peaked at $357K in Q2 2022.
  • 1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.