Kiwi Wealth Investments Limited Partnership’s Edwards Lifesciences EW Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q4	–	Sell	-622,715	Closed	-$43.1M	–	15
2023 Q3	$43.1M	Buy	622,715 +582,680	+1,455%	+$46.8M	4.7%	8
2023 Q2	$3.78M	Hold	40,035	–	–	0.23%	90
2023 Q1	$3.31M	Buy	+40,035	New	+$3.15M	0.21%	102
2022 Q2	–	Sell	-49,282	Closed	-$5.8M	–	213
2022 Q1	$5.8M	Buy	+49,282	New	+$5.53M	0.31%	88
2021 Q4	–	Sell	-48,157	Closed	-$5.45M	–	254
2021 Q3	$5.45M	Sell	48,157 -28,890	-37%	-$3.3M	0.28%	99
2021 Q2	$7.98M	Buy	+77,047	New	+$7.26M	0.41%	65
2020 Q4	–	Sell	-28,008	Closed	-$2.24M	–	264
2020 Q3	$2.24M	Buy	+28,008	New	+$2.19M	0.16%	160
2020 Q2	–	Sell	-90,414	Closed	-$5.68M	–	216
2020 Q1	$5.68M	Buy	+90,414	New	+$6.52M	0.57%	51
2019 Q3	–	Sell	-94,698	Closed	-$5.83M	–	198
2019 Q2	$5.83M	Buy	94,698 +32,403	+52%	+$1.96M	0.51%	55
2019 Q1	$3.97M	Buy	+62,295	New	+$3.56M	0.36%	87

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's EW Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 622,715 shares — an estimated $43.1M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EW in Q1 2019 and held it in 10 quarters. The position peaked at $43.1M in Q3 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 622,715 Edwards Lifesciences shares in Q4 2023, an estimated $43.1M.
Kiwi Wealth Investments Limited Partnership first reported a position in Edwards Lifesciences in Q1 2019 and held it in 10 quarters.
Kiwi Wealth Investments Limited Partnership's Edwards Lifesciences position peaked at $43.1M in Q3 2023.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.