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Harrell Investment Partners’s
Edwards Lifesciences
EW
Stock Holding History
Harrell Investment Partners’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
Q2
–
Sell
-17,296
Closed
-$1.25M
–
133
2025
Q1
$1.25M
Buy
17,296
+5,811
+51%
+$416K
0.37%
56
2024
Q4
$850K
Sell
11,485
-12,378
-52%
-$866K
0.24%
67
2024
Q3
$1.57M
Sell
23,863
-877
-4%
-$63.7K
0.45%
61
2024
Q2
$2.29M
Sell
24,740
-83
-0.3%
-$7.35K
0.66%
50
2024
Q1
$2.37M
Buy
24,823
+699
+3%
+$58.7K
0.7%
48
2023
Q4
$1.84M
Sell
24,124
-4,008
-14%
-$279K
0.57%
52
2023
Q3
$1.95M
Buy
28,132
+1,747
+7%
+$140K
0.66%
48
2023
Q2
$2.49M
Sell
26,385
-670
-2%
-$58.2K
0.84%
43
2023
Q1
$2.23M
Buy
27,055
+2,524
+10%
+$198K
0.79%
47
2022
Q4
$1.83M
Sell
24,531
-4,717
-16%
-$364K
0.72%
46
2022
Q3
$2.42M
Buy
29,248
+1,972
+7%
+$190K
1.01%
34
2022
Q2
$2.59M
Buy
27,276
+797
+3%
+$82.5K
1.06%
35
2022
Q1
$3.12M
Buy
26,479
+2,101
+9%
+$236K
1.1%
31
2021
Q4
$3.16M
Buy
24,378
+2,438
+11%
+$284K
0.97%
35
2021
Q3
$2.48M
Buy
21,940
+5,133
+31%
+$586K
0.8%
45
2021
Q2
$1.74M
Buy
16,807
+2,185
+15%
+$206K
0.56%
55
2021
Q1
$1.22M
Sell
14,622
-1,072
-7%
-$90.6K
0.43%
62
2020
Q4
$1.43M
Sell
15,694
-1,071
-6%
-$88.8K
0.55%
57
2020
Q3
$1.34M
Buy
+16,765
New
+$1.31M
0.58%
54
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$5.7T AUM
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
DZ Bank
Frankfurt Am Main, Germany
$110B AUM
36.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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