EFG Asset Management’s Edwards Lifesciences EW Stock Holding History

EFG Asset 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 Q3	–	Sell	-25,597	Closed	-$2.36M	–	195
2024 Q2	$2.36M	Sell	25,597 -1,007	-4%	-$89.2K	0.41%	90
2024 Q1	$2.54M	Buy	26,604 +9,837	+59%	+$826K	0.44%	82
2023 Q4	$1.28M	Buy	16,767 +9,241	+123%	+$643K	0.24%	153
2023 Q3	$521K	Sell	7,526 -6,560	-47%	-$527K	0.12%	186
2023 Q2	$1.33M	Sell	14,086 -7,888	-36%	-$686K	0.29%	120
2023 Q1	$1.82M	Buy	21,974 +8,406	+62%	+$661K	0.4%	84
2022 Q4	$1.02M	Sell	13,568 -51,553	-79%	-$3.97M	0.23%	149
2022 Q3	$5.39M	Sell	65,121 -5,558	-8%	-$535K	1.24%	20
2022 Q2	$6.73M	Sell	70,679 -6,732	-9%	-$697K	1.42%	13
2022 Q1	$9.12M	Sell	77,411 -5,993	-7%	-$672K	1.37%	17
2021 Q4	$10.8M	Buy	+83,404	New	+$9.73M	1.41%	19

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

EFG Asset Management's EW Position: Q3 2024 in Review

EFG Asset Management sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 25,597 shares — an estimated $2.36M sold.

EFG Asset Management first reported a position in EW in Q4 2021 and held it in 11 quarters. The position peaked at $10.8M in Q4 2021. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

EFG Asset Management reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
EFG Asset Management sold 25,597 Edwards Lifesciences shares in Q3 2024, an estimated $2.36M.
EFG Asset Management first reported a position in Edwards Lifesciences in Q4 2021 and held it in 11 quarters.
EFG Asset Management's Edwards Lifesciences position peaked at $10.8M in Q4 2021.
1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on EFG Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.