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Heartland Bank & Trust’s Edwards Lifesciences EW Stock Holding History

Heartland Bank & Trust’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
-6,347
Closed -$586K – 155
2024
Q2 		$586K Buy
+6,347
New +$562K 0.33% 71
2022
Q3 		– Sell
-10,590
Closed -$1.01M – 131
2022
Q2 		$1.01M Buy
10,590
+2,152
+26% +$223K 0.89% 26
2022
Q1 		$993K Buy
8,438
+2,396
+40% +$269K 0.75% 37
2021
Q4 		$783K Buy
+6,042
New +$705K 0.58% 48
2021
Q2 		– Sell
-6,241
Closed -$522K – 132
2021
Q1 		$522K Buy
6,241
+1,381
+28% +$117K 0.48% 65
2020
Q4 		$443K Buy
+4,860
New +$403K 0.39% 75

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
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

Heartland Bank & Trust's EW Position: Q3 2024 in Review

Heartland Bank & Trust sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 6,347 shares — an estimated $586K sold.

Heartland Bank & Trust first reported a position in EW in Q4 2020 and held it in 6 quarters. The position peaked at $1.01M in Q2 2022. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Heartland Bank & Trust reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Heartland Bank & Trust sold 6,347 Edwards Lifesciences shares in Q3 2024, an estimated $586K.
  • Heartland Bank & Trust first reported a position in Edwards Lifesciences in Q4 2020 and held it in 6 quarters.
  • Heartland Bank & Trust's Edwards Lifesciences position peaked at $1.01M in Q2 2022.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Heartland Bank & Trust's 13F filing for Q3 2024, filed 22 Oct 2024.