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Oak Ridge Investments’s Edwards Lifesciences EW Stock Holding History

Oak Ridge Investments’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
2022
Q4 		– Sell
-31,506
Closed -$2.6M – 153
2022
Q3 		$2.6M Sell
31,506
-698
-2% -$67.2K 0.39% 87
2022
Q2 		$3.06M Sell
32,204
-1,005
-3% -$104K 0.45% 71
2022
Q1 		$3.91M Sell
33,209
-586
-2% -$65.7K 0.43% 72
2021
Q4 		$4.38M Sell
33,795
-526
-2% -$61.4K 0.37% 84
2021
Q3 		$3.89M Sell
34,321
-781
-2% -$89.1K 0.34% 94
2021
Q2 		$3.63M Sell
35,102
-727
-2% -$68.5K 0.32% 102
2021
Q1 		$3M Buy
35,829
+116
+0.3% +$9.81K 0.28% 106
2020
Q4 		$3.26M Sell
35,713
-16,027
-31% -$1.33M 0.29% 109
2020
Q3 		$4.13M Buy
51,740
+803
+2% +$62.7K 0.32% 103
2020
Q2 		$3.52M Sell
50,937
-1,632
-3% -$116K 0.3% 99
2020
Q1 		$3.31M Sell
52,569
-5,364
-9% -$387K 0.34% 96
2019
Q4 		$4.5M Sell
57,933
-2,781
-5% -$217K 0.33% 98
2019
Q3 		$4.45M Buy
+60,714
New +$4.26M 0.33% 94

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Oak Ridge Investments's EW Position: Q4 2022 in Review

Oak Ridge Investments sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 31,506 shares — an estimated $2.6M sold.

Oak Ridge Investments first reported a position in EW in Q3 2019 and held it in 13 quarters. The position peaked at $4.5M in Q4 2019. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Oak Ridge Investments reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Oak Ridge Investments sold 31,506 Edwards Lifesciences shares in Q4 2022, an estimated $2.6M.
  • Oak Ridge Investments first reported a position in Edwards Lifesciences in Q3 2019 and held it in 13 quarters.
  • Oak Ridge Investments's Edwards Lifesciences position peaked at $4.5M in Q4 2019.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Oak Ridge Investments's 13F filing for Q4 2022, filed 24 Jan 2023.