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Permanens Capital’s Edwards Lifesciences EW Stock Holding History

Permanens Capital’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
Q3 		– Sell
-2,200
Closed -$209K – 36
2022
Q2 		$209K Sell
2,200
-800
-27% -$82.8K 0.04% 39
2022
Q1 		$353K Buy
3,000
+800
+36% +$89.7K 0.05% 40
2021
Q4 		$285K Buy
+2,200
New +$257K 0.04% 43

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Permanens Capital's EW Position: Q3 2022 in Review

Permanens Capital sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 2,200 shares — an estimated $209K sold.

Permanens Capital first reported a position in EW in Q4 2021 and held it in 3 quarters. The position peaked at $353K in Q1 2022. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Permanens Capital reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • Permanens Capital sold 2,200 Edwards Lifesciences shares in Q3 2022, an estimated $209K.
  • Permanens Capital first reported a position in Edwards Lifesciences in Q4 2021 and held it in 3 quarters.
  • Permanens Capital's Edwards Lifesciences position peaked at $353K in Q1 2022.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Permanens Capital's 13F filing for Q3 2022, filed 14 Nov 2022.