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GLOBALT Investments’s Edwards Lifesciences EW Stock Holding History

GLOBALT Investments’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
2025
Q1 		– Sell
-3,025
Closed -$224K – 204
2024
Q4 		$224K Buy
+3,025
New +$212K 0.01% 199
2024
Q3 		– Sell
-11,667
Closed -$1.08M – 207
2024
Q2 		$1.08M Sell
11,667
-553
-5% -$49K 0.04% 141
2024
Q1 		$1.17M Sell
12,220
-167
-1% -$14K 0.05% 140
2023
Q4 		$945K Buy
+12,387
New +$862K 0.04% 147

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GLOBALT Investments's EW Position: Q1 2025 in Review

GLOBALT Investments sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 3,025 shares — an estimated $224K sold.

GLOBALT Investments first reported a position in EW in Q4 2023 and held it in 4 quarters. The position peaked at $1.17M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • GLOBALT Investments reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • GLOBALT Investments sold 3,025 Edwards Lifesciences shares in Q1 2025, an estimated $224K.
  • GLOBALT Investments first reported a position in Edwards Lifesciences in Q4 2023 and held it in 4 quarters.
  • GLOBALT Investments's Edwards Lifesciences position peaked at $1.17M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on GLOBALT Investments's 13F filing for Q1 2025, filed 7 May 2025.