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Matrix Private Capital Group’s Edwards Lifesciences EW Stock Holding History

Matrix Private Capital Group’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
2025
Q1 		– Sell
-3,317
Closed -$246K – 141
2024
Q4 		$246K Hold
3,317
– – 0.14% 96
2024
Q3 		$219K Hold
3,317
– – 0.13% 102
2024
Q2 		$306K Buy
3,317
+9
+0.3% +$797 0.19% 80
2024
Q1 		$316K Sell
3,308
-580
-15% -$48.7K 0.21% 74
2023
Q4 		$296K Sell
3,888
-13
-0.3% -$905 0.22% 70
2023
Q3 		$270K Hold
3,901
– – 0.2% 83
2023
Q2 		$368K Hold
3,901
– – 0.27% 65
2023
Q1 		$323K Sell
3,901
-363
-9% -$28.5K 0.22% 78
2022
Q4 		$318K Sell
4,264
-64
-1% -$4.93K 0.21% 94
2022
Q3 		$358K Sell
4,328
-1,798
-29% -$173K 0.24% 83
2022
Q2 		$583K Sell
6,126
-248
-4% -$25.7K 0.33% 70
2022
Q1 		$750K Sell
6,374
-26
-0.4% -$2.92K 0.37% 60
2021
Q4 		$829K Buy
6,400
+15
+0.2% +$1.75K 0.39% 58
2021
Q3 		$723K Buy
6,385
+17
+0.3% +$1.94K 0.38% 62
2021
Q2 		$660K Sell
6,368
-814
-11% -$76.7K 0.36% 65
2021
Q1 		$601K Sell
7,182
-2
-0% -$169 0.36% 69
2020
Q4 		$655K Buy
7,184
+847
+13% +$70.3K 0.47% 56
2020
Q3 		$506K Hold
6,337
– – 0.52% 59
2020
Q2 		$438K Buy
6,337
+1,657
+35% +$118K 0.48% 61
2020
Q1 		$294K Sell
4,680
-4,218
-47% -$304K 0.42% 75
2019
Q4 		$692K Buy
+8,898
New +$695K 0.73% 44

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Matrix Private Capital Group's EW Position: Q1 2025 in Review

Matrix Private Capital Group sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 3,317 shares — an estimated $246K sold.

Matrix Private Capital Group first reported a position in EW in Q4 2019 and held it in 21 quarters. The position peaked at $829K in Q4 2021. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • Matrix Private Capital Group reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • Matrix Private Capital Group sold 3,317 Edwards Lifesciences shares in Q1 2025, an estimated $246K.
  • Matrix Private Capital Group first reported a position in Edwards Lifesciences in Q4 2019 and held it in 21 quarters.
  • Matrix Private Capital Group's Edwards Lifesciences position peaked at $829K in Q4 2021.
  • 1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Matrix Private Capital Group's 13F filing for Q1 2025, filed 15 May 2025.