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ORI
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
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$2.9T AUM
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$427B AUM
29.17%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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