M&G Investment Management’s Edwards Lifesciences EW Stock Holding History

M&G Investment 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
2023 Q4	$671K	Buy	8,826 +863	+11%	+$60K	﹤0.01%	328
2023 Q3	$549K	Buy	7,963 +19	+0.2%	+$1.53K	﹤0.01%	328
2023 Q2	$747K	Sell	7,944 -1,197	-13%	-$104K	﹤0.01%	327
2023 Q1	$759K	Sell	9,141 -37,025	-80%	-$2.91M	﹤0.01%	317
2022 Q4	$3.46M	Buy	+46,166	New	+$3.56M	0.02%	243
2022 Q1	–	Sell	-1,736	Closed	-$226K	–	479
2021 Q4	$226K	Sell	1,736 -434,355	-100%	-$50.7M	﹤0.01%	450
2021 Q3	$49.3M	Buy	436,091 +102,943	+31%	+$11.8M	0.12%	112
2021 Q2	$34.6M	Buy	333,148 +330,538	+12,664%	+$31.2M	0.09%	141
2021 Q1	$219K	Sell	2,610 -228	-8%	-$19.3K	﹤0.01%	434
2020 Q4	$258K	Hold	2,838	–	–	﹤0.01%	405
2020 Q3	$227K	Buy	+2,838	New	+$221K	﹤0.01%	421
2020 Q2	–	Sell	-17,568	Closed	-$1.11M	–	417
2020 Q1	$1.11M	Hold	17,568	–	–	0.01%	279
2019 Q4	$1.36M	Buy	+17,568	New	+$1.37M	0.01%	297

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 $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

M&G Investment Management's EW Position: Q4 2023 in Review

M&G Investment Management increased its Edwards Lifesciences (EW) stake by 11% in Q4 2023, buying an estimated $60K and bringing the position to 8,826 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

M&G Investment Management first reported a position in EW in Q4 2019 and has held it in 13 quarters since. The position peaked at $49.3M in Q3 2021. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

M&G Investment Management held 8,826 shares of Edwards Lifesciences worth $671K as of Q4 2023.
M&G Investment Management bought 863 Edwards Lifesciences shares in Q4 2023, an estimated $60K.
Edwards Lifesciences made up ﹤0.01% of M&G Investment Management's portfolio in Q4 2023, its #328 holding.
M&G Investment Management first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 13 quarters since.
M&G Investment Management's Edwards Lifesciences position peaked at $49.3M in Q3 2021.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.