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Northwest Investment Counselors’s Edwards Lifesciences EW Stock Holding History

Northwest Investment Counselors’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
Q3 		$16.3K Buy
+247
New +$17.9K ﹤0.01% 378
2024
Q2 		– Sell
-142
Closed -$13.6K – 256
2024
Q1 		$13.6K Buy
+142
New +$11.9K ﹤0.01% 350
2023
Q4 		– Sell
-1,061
Closed -$73.5K – 257
2023
Q3 		$73.5K Buy
1,061
+52
+5% +$4.18K 0.02% 193
2023
Q2 		$95.2K Hold
1,009
– – 0.03% 184
2023
Q1 		$83.5K Sell
1,009
-131
-11% -$10.3K 0.02% 197
2022
Q4 		$85.1K Buy
1,140
+1,050
+1,167% +$80.9K 0.02% 197
2022
Q3 		$7K Sell
90
-123
-58% -$11.8K ﹤0.01% 402
2022
Q2 		$20K Hold
213
– – 0.01% 298
2022
Q1 		$25K Sell
213
-21
-9% -$2.36K 0.01% 293
2021
Q4 		$30K Buy
+234
New +$27.3K 0.01% 277
2021
Q2 		– Sell
-234
Closed -$20K – 234
2021
Q1 		$20K Buy
+234
New +$19.8K 0.01% 300
2020
Q4 		– Sell
-234
Closed -$19K – 233
2020
Q3 		$19K Buy
+234
New +$18.3K 0.01% 274
2019
Q4 		– Sell
-66
Closed -$5K – 259
2019
Q3 		$5K Buy
+66
New +$4.64K ﹤0.01% 430

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Northwest Investment Counselors's EW Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Edwards Lifesciences (EW) in Q3 2024: 247 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in EW as recently as Q1 2024.

Northwest Investment Counselors first reported a position in EW in Q3 2019 and has held it in 13 quarters since. The position peaked at $95.2K in Q2 2023. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Northwest Investment Counselors held 247 shares of Edwards Lifesciences worth $16.3K as of Q3 2024.
  • Edwards Lifesciences was a new Northwest Investment Counselors position in Q3 2024.
  • Edwards Lifesciences made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #378 holding.
  • Northwest Investment Counselors first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 13 quarters since.
  • Northwest Investment Counselors's Edwards Lifesciences position peaked at $95.2K in Q2 2023.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.