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Forte Capital’s Edwards Lifesciences EW Stock Holding History

Forte Capital’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
Q1 		– Sell
-5,046
Closed -$385K – 233
2023
Q4 		$385K Sell
5,046
-110
-2% -$7.65K 0.05% 165
2023
Q3 		$357K Sell
5,156
-115
-2% -$9.24K 0.06% 159
2023
Q2 		$497K Sell
5,271
-13
-0.2% -$1.13K 0.07% 139
2023
Q1 		$437K Buy
5,284
+20
+0.4% +$1.57K 0.07% 146
2022
Q4 		$393K Buy
5,264
+263
+5% +$20.3K 0.07% 147
2022
Q3 		$413K Buy
5,001
+190
+4% +$18.3K 0.07% 136
2022
Q2 		$457K Buy
4,811
+1
+0% +$104 0.08% 132
2022
Q1 		$623K Hold
4,810
– – 0.08% 138
2021
Q4 		$623K Buy
4,810
+15
+0.3% +$1.75K 0.08% 138
2021
Q3 		$543K Buy
4,795
+25
+0.5% +$2.85K 0.07% 147
2021
Q2 		$494K Buy
4,770
+150
+3% +$14.1K 0.07% 151
2021
Q1 		$386K Buy
4,620
+567
+14% +$47.9K 0.06% 158
2020
Q4 		$370K Buy
+4,053
New +$336K 0.06% 156

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forte Capital's EW Position: Q1 2024 in Review

Forte Capital sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 5,046 shares — an estimated $385K sold.

Forte Capital first reported a position in EW in Q4 2020 and held it in 13 quarters. The position peaked at $623K in Q1 2022. 1,281 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Forte Capital reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Forte Capital sold 5,046 Edwards Lifesciences shares in Q1 2024, an estimated $385K.
  • Forte Capital first reported a position in Edwards Lifesciences in Q4 2020 and held it in 13 quarters.
  • Forte Capital's Edwards Lifesciences position peaked at $623K in Q1 2022.
  • 1,281 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Forte Capital's 13F filing for Q1 2024, filed 14 May 2024.