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Greenwood Capital Associates’s Edwards Lifesciences EW Stock Holding History

Greenwood Capital Associates’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
Q4 		– Sell
-5,580
Closed -$368K – 246
2024
Q3 		$368K Sell
5,580
-50,235
-90% -$3.65M 0.05% 203
2024
Q2 		$5.16M Sell
55,815
-29,495
-35% -$2.61M 0.68% 52
2024
Q1 		$8.15M Sell
85,310
-6,543
-7% -$550K 1.08% 25
2023
Q4 		$7M Buy
91,853
+1,563
+2% +$109K 0.91% 39
2023
Q3 		$6.26M Sell
90,290
-21,693
-19% -$1.74M 0.91% 33
2023
Q2 		$10.6M Buy
111,983
+15,492
+16% +$1.35M 1.48% 11
2023
Q1 		$7.98M Buy
+96,491
New +$7.58M 1.15% 27
2018
Q4 		– Sell
-16,155
Closed -$938K – 173
2018
Q3 		$938K Buy
16,155
+225
+1% +$11K 0.2% 79
2018
Q2 		$773K Buy
15,930
+9,081
+133% +$424K 0.18% 85
2018
Q1 		$319K Buy
6,849
+951
+16% +$41.3K 0.08% 135
2017
Q4 		$222K Buy
5,898
+39
+0.7% +$1.43K 0.05% 187
2017
Q3 		$213K Sell
5,859
-93
-2% -$3.55K 0.05% 184
2017
Q2 		$235K Buy
+5,952
New +$217K 0.06% 161

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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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Greenwood Capital Associates's EW Position: Q4 2024 in Review

Greenwood Capital Associates sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 5,580 shares — an estimated $368K sold.

Greenwood Capital Associates first reported a position in EW in Q2 2017 and held it in 13 quarters. The position peaked at $10.6M in Q2 2023. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Greenwood Capital Associates reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Greenwood Capital Associates sold 5,580 Edwards Lifesciences shares in Q4 2024, an estimated $368K.
  • Greenwood Capital Associates first reported a position in Edwards Lifesciences in Q2 2017 and held it in 13 quarters.
  • Greenwood Capital Associates's Edwards Lifesciences position peaked at $10.6M in Q2 2023.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Greenwood Capital Associates's 13F filing for Q4 2024, filed 27 Jan 2025.