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EFG Asset Management (Americas)’s Edwards Lifesciences EW Stock Holding History

EFG Asset Management (Americas)’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
Q4 		– Sell
-3,693
Closed -$305K – 133
2022
Q3 		$305K Sell
3,693
-4
-0.1% -$385 0.08% 115
2022
Q2 		$352K Sell
3,697
-709
-16% -$73.4K 0.08% 112
2022
Q1 		$519K Sell
4,406
-515
-10% -$57.8K 0.1% 110
2021
Q4 		$638K Sell
4,921
-281
-5% -$32.8K 0.11% 108
2021
Q3 		$589K Buy
5,202
+208
+4% +$23.7K 0.1% 109
2021
Q2 		$517K Buy
4,994
+778
+18% +$73.3K 0.1% 114
2021
Q1 		$353K Buy
4,216
+922
+28% +$77.9K 0.07% 121
2020
Q4 		$301K Sell
3,294
-156
-5% -$12.9K 0.06% 120
2020
Q3 		$275K Buy
3,450
+254
+8% +$19.8K 0.06% 123
2020
Q2 		$221K Buy
+3,196
New +$227K 0.06% 120
2017
Q4 		– Sell
-8,340
Closed -$304K – 134
2017
Q3 		$304K Sell
8,340
-228
-3% -$8.7K 0.12% 123
2017
Q2 		$338K Buy
+8,568
New +$313K 0.13% 104

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EFG Asset Management (Americas)'s EW Position: Q4 2022 in Review

EFG Asset Management (Americas) sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 3,693 shares — an estimated $305K sold.

EFG Asset Management (Americas) first reported a position in EW in Q2 2017 and held it in 12 quarters. The position peaked at $638K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • EFG Asset Management (Americas) reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 3,693 Edwards Lifesciences shares in Q4 2022, an estimated $305K.
  • EFG Asset Management (Americas) first reported a position in Edwards Lifesciences in Q2 2017 and held it in 12 quarters.
  • EFG Asset Management (Americas)'s Edwards Lifesciences position peaked at $638K in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2022, filed 9 Feb 2023.