GIA
EW icon

Gladstone Institutional Advisory’s Edwards Lifesciences EW Stock Holding History

Gladstone Institutional Advisory’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
-6,154
Closed -$509K – 658
2022
Q3 		$509K Sell
6,154
-4,569
-43% -$440K 0.04% 385
2022
Q2 		$1.02M Sell
10,723
-13,235
-55% -$1.37M 0.08% 266
2022
Q1 		$2.82M Buy
+23,958
New +$2.69M 0.19% 141
2021
Q3 		– Sell
-2,338
Closed -$242K – 563
2021
Q2 		$242K Buy
+2,338
New +$220K 0.03% 446
2020
Q2 		– Sell
-4,128
Closed -$259K – 261
2020
Q1 		$259K Buy
4,128
+1,320
+47% +$95.2K 0.07% 213
2019
Q4 		$218K Buy
+2,808
New +$219K 0.05% 247

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Gladstone Institutional Advisory's EW Position: Q4 2022 in Review

Gladstone Institutional Advisory sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 6,154 shares — an estimated $509K sold.

Gladstone Institutional Advisory first reported a position in EW in Q4 2019 and held it in 6 quarters. The position peaked at $2.82M in Q1 2022. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Gladstone Institutional Advisory reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 6,154 Edwards Lifesciences shares in Q4 2022, an estimated $509K.
  • Gladstone Institutional Advisory first reported a position in Edwards Lifesciences in Q4 2019 and held it in 6 quarters.
  • Gladstone Institutional Advisory's Edwards Lifesciences position peaked at $2.82M in Q1 2022.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2022, filed 1 Feb 2023.