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Intact Investment Management’s Edwards Lifesciences EW Stock Holding History

Intact 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
2024
Q3 		– Sell
-1,650
Closed -$152K – 318
2024
Q2 		$152K Sell
1,650
-4,150
-72% -$368K 0.01% 253
2024
Q1 		$554K Sell
5,800
-4,200
-42% -$353K 0.02% 228
2023
Q4 		$763K Buy
+10,000
New +$696K 0.03% 208
2023
Q2 		– Sell
-8,500
Closed -$703K – 259
2023
Q1 		$703K Hold
8,500
– – 0.03% 196
2022
Q4 		$634K Buy
+8,500
New +$655K 0.03% 197

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $295B AUM 31.6% 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

Intact Investment Management's EW Position: Q3 2024 in Review

Intact Investment Management sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 1,650 shares — an estimated $152K sold.

Intact Investment Management first reported a position in EW in Q4 2022 and held it in 5 quarters. The position peaked at $763K in Q4 2023. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Intact Investment Management reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Intact Investment Management sold 1,650 Edwards Lifesciences shares in Q3 2024, an estimated $152K.
  • Intact Investment Management first reported a position in Edwards Lifesciences in Q4 2022 and held it in 5 quarters.
  • Intact Investment Management's Edwards Lifesciences position peaked at $763K in Q4 2023.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Intact Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.