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Harbert Fund Advisors’s Edwards Lifesciences EW Stock Holding History

Harbert Fund Advisors’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
-5,750
Closed -$531K – 120
2024
Q2 		$531K Sell
5,750
-250
-4% -$22.1K 0.38% 48
2024
Q1 		$573K Buy
+6,000
New +$504K 0.39% 53

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
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JP Morgan Chase
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Harbert Fund Advisors's EW Position: Q3 2024 in Review

Harbert Fund Advisors sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 5,750 shares — an estimated $531K sold.

Harbert Fund Advisors first reported a position in EW in Q1 2024 and held it in 2 quarters. The position peaked at $573K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Harbert Fund Advisors reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Harbert Fund Advisors sold 5,750 Edwards Lifesciences shares in Q3 2024, an estimated $531K.
  • Harbert Fund Advisors first reported a position in Edwards Lifesciences in Q1 2024 and held it in 2 quarters.
  • Harbert Fund Advisors's Edwards Lifesciences position peaked at $573K in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Harbert Fund Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.