Industrial Alliance Investment Management’s Edwards Lifesciences EW Stock Holding History

Industrial Alliance Investment Management’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
2023 Q3	–	Sell	-1,410	Closed	-$133K	–	65
2023 Q2	$133K	Sell	1,410 -28,510	-95%	-$2.48M	0.07%	100
2023 Q1	$2.48M	Sell	29,920 -13,080	-30%	-$1.03M	0.07%	205
2022 Q4	$3.21M	Sell	43,000 -30,850	-42%	-$2.38M	0.09%	187
2022 Q3	$6.1M	Buy	73,850 +30,850	+72%	+$2.97M	0.18%	125
2022 Q2	$4.09M	Hold	43,000	–	–	0.12%	157
2022 Q1	$5.06M	Buy	43,000 +3,200	+8%	+$359K	0.12%	157
2021 Q4	$5.16M	Buy	+39,800	New	+$4.64M	0.12%	158

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Industrial Alliance Investment Management's EW Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 1,410 shares — an estimated $133K sold.

Industrial Alliance Investment Management first reported a position in EW in Q4 2021 and held it in 7 quarters. The position peaked at $6.1M in Q3 2022. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Industrial Alliance Investment Management reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 1,410 Edwards Lifesciences shares in Q3 2023, an estimated $133K.
Industrial Alliance Investment Management first reported a position in Edwards Lifesciences in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's Edwards Lifesciences position peaked at $6.1M in Q3 2022.
1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.