Sit Investment Associates’s Edwards Lifesciences EW Stock Holding History

Sit Investment Associates’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	-5,850	Closed	-$433K	–	531
2024 Q4	$433K	Sell	5,850 -5,900	-50%	-$413K	0.01%	431
2024 Q3	$775K	Buy	+11,750	New	+$854K	0.02%	402
2023 Q2	–	Sell	-34	Closed	-$3K	–	549
2023 Q1	$3K	Hold	34	–	–	﹤0.01%	532
2022 Q4	$3K	Buy	+34	New	+$2.62K	﹤0.01%	540
2020 Q4	–	Sell	-10,800	Closed	-$862K	–	531
2020 Q3	$862K	Hold	10,800	–	–	0.03%	353
2020 Q2	$746K	Hold	10,800	–	–	0.02%	356
2020 Q1	$679K	Hold	10,800	–	–	0.03%	356
2019 Q4	$840K	Sell	10,800 -5,700	-35%	-$445K	0.02%	361
2019 Q3	$1.21M	Hold	16,500	–	–	0.04%	326
2019 Q2	$1.02M	Hold	16,500	–	–	0.03%	340
2019 Q1	$1.05M	Sell	16,500 -41,445	-72%	-$2.37M	0.03%	335
2018 Q4	$2.96M	Sell	57,945 -33,375	-37%	-$1.69M	0.1%	209
2018 Q3	$5.3M	Buy	91,320 +750	+0.8%	+$36.7K	0.14%	163
2018 Q2	$4.39M	Buy	90,570 +35,400	+64%	+$1.65M	0.11%	200
2018 Q1	$2.57M	Buy	+55,170	New	+$2.4M	0.06%	265
2013 Q4	–	Sell	-67,800	Closed	-$787K	–	457
2013 Q3	$787K	Hold	67,800	–	–	0.02%	352
2013 Q2	$759K	Buy	+67,800	New	+$803K	0.02%	344

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sit Investment Associates's EW Position: Q1 2025 in Review

Sit Investment Associates sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 5,850 shares — an estimated $433K sold.

Sit Investment Associates first reported a position in EW in Q2 2013 and held it in 17 quarters. The position peaked at $5.3M in Q3 2018. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

Sit Investment Associates reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
Sit Investment Associates sold 5,850 Edwards Lifesciences shares in Q1 2025, an estimated $433K.
Sit Investment Associates first reported a position in Edwards Lifesciences in Q2 2013 and held it in 17 quarters.
Sit Investment Associates's Edwards Lifesciences position peaked at $5.3M in Q3 2018.
1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Sit Investment Associates's 13F filing for Q1 2025, filed 13 May 2025.