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Kathmere Capital Management’s Edwards Lifesciences EW Stock Holding History

Kathmere Capital 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
2022
Q3 		– Sell
-3,139
Closed -$298K – 176
2022
Q2 		$298K Buy
3,139
+182
+6% +$18.8K 0.05% 124
2022
Q1 		$348K Buy
+2,957
New +$332K 0.06% 112
2021
Q4 		– Sell
-2,989
Closed -$338K – 145
2021
Q3 		$338K Buy
2,989
+109
+4% +$12.4K 0.06% 101
2021
Q2 		$298K Hold
2,880
– – 0.06% 110
2021
Q1 		$241K Hold
2,880
– – 0.05% 121
2020
Q4 		$263K Buy
2,880
+30
+1% +$2.49K 0.06% 102
2020
Q3 		$227K Sell
2,850
-1,992
-41% -$155K 0.06% 101
2020
Q2 		$335K Buy
+4,842
New +$344K 0.1% 75

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Kathmere Capital Management's EW Position: Q3 2022 in Review

Kathmere Capital Management sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 3,139 shares — an estimated $298K sold.

Kathmere Capital Management first reported a position in EW in Q2 2020 and held it in 8 quarters. The position peaked at $348K in Q1 2022. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Kathmere Capital Management reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • Kathmere Capital Management sold 3,139 Edwards Lifesciences shares in Q3 2022, an estimated $298K.
  • Kathmere Capital Management first reported a position in Edwards Lifesciences in Q2 2020 and held it in 8 quarters.
  • Kathmere Capital Management's Edwards Lifesciences position peaked at $348K in Q1 2022.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Kathmere Capital Management's 13F filing for Q3 2022, filed 11 Oct 2022.