La Financiere de L'Echiquier’s Edwards Lifesciences EW Stock Holding History

La Financiere de L'Echiquier’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 Q2	$39.5M	Sell	427,971 -9,971	-2%	-$883K	1.72%	20
2024 Q1	$41.8M	Sell	437,942 -9,031	-2%	-$759K	1.8%	16
2023 Q4	$34.1M	Buy	446,973 +26,891	+6%	+$1.87M	1.57%	21
2023 Q3	$29.1M	Buy	+420,082	New	+$33.8M	1.51%	22
2023 Q2	–	Sell	-230,874	Closed	-$19.1M	–	101
2023 Q1	$19.1M	Buy	+230,874	New	+$18.1M	1%	29
2021 Q1	–	Sell	-7,526	Closed	-$687K	–	76
2020 Q4	$687K	Buy	7,526 +1,097	+17%	+$91K	0.03%	72
2020 Q3	$514K	Buy	6,429 +3,410	+113%	+$266K	0.04%	71
2020 Q2	$209K	Sell	3,019 -2,939	-49%	-$209K	0.02%	67
2020 Q1	$375K	Buy	5,958 +2,682	+82%	+$193K	0.05%	52
2019 Q4	$255K	Buy	+3,276	New	+$256K	0.03%	56

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

La Financiere de L'Echiquier's EW Position: Q2 2024 in Review

La Financiere de L'Echiquier reduced its Edwards Lifesciences (EW) stake by 2.3% in Q2 2024, selling an estimated $883K and leaving 427,971 shares worth $39.5M. The position accounts for 1.72% of the portfolio, ranked #20.

La Financiere de L'Echiquier first reported a position in EW in Q4 2019 and has held it in 10 quarters since. The position peaked at $41.8M in Q1 2024. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

La Financiere de L'Echiquier held 427,971 shares of Edwards Lifesciences worth $39.5M as of Q2 2024.
La Financiere de L'Echiquier sold 9,971 Edwards Lifesciences shares in Q2 2024, an estimated $883K.
Edwards Lifesciences made up 1.72% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #20 holding.
La Financiere de L'Echiquier first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 10 quarters since.
La Financiere de L'Echiquier's Edwards Lifesciences position peaked at $41.8M in Q1 2024.
1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.