GI
EW icon

Gradient Investments’s Edwards Lifesciences EW Stock Holding History

Gradient 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
2024
Q3 		– Sell
-67
Closed -$6.19K – 623
2024
Q2 		$6.19K Buy
67
+16
+31% +$1.42K ﹤0.01% 822
2024
Q1 		$4.87K Sell
51
-584
-92% -$49.1K ﹤0.01% 729
2023
Q4 		$48.4K Sell
635
-575
-48% -$40K ﹤0.01% 545
2023
Q3 		$83.8K Buy
1,210
+975
+415% +$78.4K ﹤0.01% 418
2023
Q2 		$22.2K Buy
235
+55
+31% +$4.78K ﹤0.01% 669
2023
Q1 		$14.9K Hold
180
– – ﹤0.01% 727
2022
Q4 		$13.4K Hold
180
– – ﹤0.01% 756
2022
Q3 		$15K Sell
180
-38
-17% -$3.66K ﹤0.01% 716
2022
Q2 		$21K Buy
218
+45
+26% +$4.66K ﹤0.01% 637
2022
Q1 		$20K Hold
173
– – ﹤0.01% 649
2021
Q4 		$22K Hold
173
– – ﹤0.01% 635
2021
Q3 		$20K Buy
173
+13
+8% +$1.48K ﹤0.01% 641
2021
Q2 		$17K Hold
160
– – ﹤0.01% 663
2021
Q1 		$13K Buy
+160
New +$13.5K ﹤0.01% 705
2020
Q1 		– Sell
-6
Closed – – 1129
2019
Q4 		$0 Hold
6
– – ﹤0.01% 1132
2019
Q3 		$0 Buy
+6
New +$421 ﹤0.01% 1138
2019
Q1 		– Sell
-315
Closed -$16K – 901
2018
Q4 		$16K Sell
315
-132
-30% -$6.68K ﹤0.01% 488
2018
Q3 		$26K Sell
447
-17,826
-98% -$872K ﹤0.01% 448
2018
Q2 		$887K Buy
18,273
+2,244
+14% +$105K 0.05% 154
2018
Q1 		$745K Buy
16,029
+2,184
+16% +$94.8K 0.04% 146
2017
Q4 		$520K Buy
13,845
+3,807
+38% +$140K 0.03% 174
2017
Q3 		$366K Buy
10,038
+366
+4% +$14K 0.02% 192
2017
Q2 		$381K Buy
9,672
+498
+5% +$18.2K 0.03% 181
2017
Q1 		$288K Buy
+9,174
New +$287K 0.02% 174
2014
Q1 		– Sell
-204
Closed -$2K – 561
2013
Q4 		$2K Buy
+204
New +$2.3K ﹤0.01% 505

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Gradient Investments's EW Position: Q3 2024 in Review

Gradient Investments sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 67 shares — an estimated $6.19K sold.

Gradient Investments first reported a position in EW in Q4 2013 and held it in 25 quarters. The position peaked at $887K in Q2 2018. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Gradient Investments reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 67 Edwards Lifesciences shares in Q3 2024, an estimated $6.19K.
  • Gradient Investments first reported a position in Edwards Lifesciences in Q4 2013 and held it in 25 quarters.
  • Gradient Investments's Edwards Lifesciences position peaked at $887K in Q2 2018.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.