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Spectrum Management Group’s Edwards Lifesciences EW Stock Holding History

Spectrum Management Group’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 		$285K Sell
3,444
-24
-0.7% -$2.31K 0.06% 97
2022
Q2 		$330K Sell
3,468
-85
-2% -$8.8K 0.08% 91
2022
Q1 		$418K Hold
3,553
– – 0.07% 99
2021
Q4 		$460K Buy
+3,553
New +$414K 0.07% 99

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spectrum Management Group's EW Position: Q3 2022 in Review

Spectrum Management Group reduced its Edwards Lifesciences (EW) stake by 0.69% in Q3 2022, selling an estimated $2.31K and leaving 3,444 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #97.

Spectrum Management Group first reported a position in EW in Q4 2021 and has held it in 4 quarters since. The position peaked at $460K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Spectrum Management Group held 3,444 shares of Edwards Lifesciences worth $285K as of Q3 2022.
  • Spectrum Management Group sold 24 Edwards Lifesciences shares in Q3 2022, an estimated $2.31K.
  • Edwards Lifesciences made up 0.06% of Spectrum Management Group's portfolio in Q3 2022, its #97 holding.
  • Spectrum Management Group first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 4 quarters since.
  • Spectrum Management Group's Edwards Lifesciences position peaked at $460K in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.