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Kurt F. Somerville’s Edwards Lifesciences EW Stock Holding History

Kurt F. Somerville’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
Q1 		– Sell
-4,600
Closed -$351K – 100
2023
Q4 		$351K Sell
4,600
-23,525
-84% -$1.64M 0.07% 79
2023
Q3 		$1.95M Buy
28,125
+4,370
+18% +$351K 0.39% 43
2023
Q2 		$2.24M Buy
23,755
+1,505
+7% +$131K 0.43% 42
2023
Q1 		$1.84M Buy
22,250
+8,975
+68% +$705K 0.34% 46
2022
Q4 		$990K Sell
13,275
-14,480
-52% -$1.12M 0.19% 57
2022
Q3 		$2.29M Buy
27,755
+3,405
+14% +$328K 0.46% 42
2022
Q2 		$2.31M Buy
24,350
+8,153
+50% +$844K 0.44% 44
2022
Q1 		$1.91M Buy
16,197
+4,085
+34% +$458K 0.31% 46
2021
Q4 		$1.57M Buy
12,112
+8,802
+266% +$1.03M 0.22% 50
2021
Q3 		$375K Buy
+3,310
New +$378K 0.06% 85

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kurt F. Somerville's EW Position: Q1 2024 in Review

Kurt F. Somerville sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 4,600 shares — an estimated $351K sold.

Kurt F. Somerville first reported a position in EW in Q3 2021 and held it in 10 quarters. The position peaked at $2.31M in Q2 2022. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Kurt F. Somerville reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Kurt F. Somerville sold 4,600 Edwards Lifesciences shares in Q1 2024, an estimated $351K.
  • Kurt F. Somerville first reported a position in Edwards Lifesciences in Q3 2021 and held it in 10 quarters.
  • Kurt F. Somerville's Edwards Lifesciences position peaked at $2.31M in Q2 2022.
  • 1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Kurt F. Somerville's 13F filing for Q1 2024, filed 14 May 2024.