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Lowell Blake & Associates’s Edwards Lifesciences EW Stock Holding History

Lowell Blake & Associates’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
Q3 		$9.92M Buy
143,242
+13,121
+10% +$1.05M 2.8% 14
2023
Q2 		$12.3M Sell
130,121
-1,081
-0.8% -$94K 3.56% 12
2023
Q1 		$10.9M Sell
131,202
-344
-0.3% -$27K 3.38% 15
2022
Q4 		$9.81M Buy
131,546
+22,979
+21% +$1.77M 3.28% 15
2022
Q3 		$8.97M Buy
108,567
+7,834
+8% +$754K 3.51% 14
2022
Q2 		$9.58M Buy
100,733
+22,416
+29% +$2.32M 3.7% 12
2022
Q1 		$9.22M Buy
78,317
+10,437
+15% +$1.17M 3.48% 12
2021
Q4 		$8.79M Buy
67,880
+6,579
+11% +$767K 3.45% 12
2021
Q3 		$6.94M Sell
61,301
-1,321
-2% -$151K 3.22% 14
2021
Q2 		$6.49M Sell
62,622
-1,679
-3% -$158K 2.98% 16
2021
Q1 		$5.38M Buy
64,301
+18,329
+40% +$1.55M 2.75% 17
2020
Q4 		$4.19M Buy
45,972
+1,377
+3% +$114K 3.1% 17
2020
Q3 		$3.56M Buy
44,595
+5,570
+14% +$435K 2.87% 17
2020
Q2 		$2.7M Buy
39,025
+6,871
+21% +$488K 2.58% 19
2020
Q1 		$2.02M Buy
32,154
+7,356
+30% +$530K 2.6% 18
2019
Q4 		$1.93M Buy
+24,798
New +$1.94M 2.13% 22

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lowell Blake & Associates's EW Position: Q3 2023 in Review

Lowell Blake & Associates increased its Edwards Lifesciences (EW) stake by 10% in Q3 2023, buying an estimated $1.05M and bringing the position to 143,242 shares worth $9.92M. The position accounts for 2.8% of the portfolio, ranked #14.

Lowell Blake & Associates first reported a position in EW in Q4 2019 and has held it in 16 quarters since. The position peaked at $12.3M in Q2 2023. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Lowell Blake & Associates held 143,242 shares of Edwards Lifesciences worth $9.92M as of Q3 2023.
  • Lowell Blake & Associates bought 13,121 Edwards Lifesciences shares in Q3 2023, an estimated $1.05M.
  • Edwards Lifesciences made up 2.8% of Lowell Blake & Associates's portfolio in Q3 2023, its #14 holding.
  • Lowell Blake & Associates first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 16 quarters since.
  • Lowell Blake & Associates's Edwards Lifesciences position peaked at $12.3M in Q2 2023.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.