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Sterling Investment Counsel’s Edwards Lifesciences EW Stock Holding History

Sterling Investment Counsel’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
-2,658
Closed -$218K – 155
2022
Q3 		$218K Hold
2,658
– – 0.16% 128
2022
Q2 		$251K Buy
2,658
+36
+1% +$3.73K 0.19% 122
2022
Q1 		$308K Buy
+2,622
New +$294K 0.21% 110

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sterling Investment Counsel's EW Position: Q4 2022 in Review

Sterling Investment Counsel sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 2,658 shares — an estimated $218K sold.

Sterling Investment Counsel first reported a position in EW in Q1 2022 and held it in 3 quarters. The position peaked at $308K in Q1 2022. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Sterling Investment Counsel reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Sterling Investment Counsel sold 2,658 Edwards Lifesciences shares in Q4 2022, an estimated $218K.
  • Sterling Investment Counsel first reported a position in Edwards Lifesciences in Q1 2022 and held it in 3 quarters.
  • Sterling Investment Counsel's Edwards Lifesciences position peaked at $308K in Q1 2022.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Sterling Investment Counsel's 13F filing for Q4 2022, filed 20 Jan 2023.