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Stonegate Investment Group’s Edwards Lifesciences EW Stock Holding History

Stonegate Investment 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
2024
Q3 		– Sell
-14,714
Closed -$1.36M – 418
2024
Q2 		$1.36M Sell
14,714
-50
-0.3% -$4.43K 0.04% 144
2024
Q1 		$1.41M Buy
14,764
+1,920
+15% +$161K 0.04% 136
2023
Q4 		$979K Sell
12,844
-54
-0.4% -$3.76K 0.03% 159
2023
Q3 		$894K Sell
12,898
-220
-2% -$17.7K 0.03% 160
2023
Q2 		$1.24M Hold
13,118
– – 0.04% 146
2023
Q1 		$1.09M Buy
13,118
+2,392
+22% +$188K 0.04% 152
2022
Q4 		$800K Sell
10,726
-56
-0.5% -$4.32K 0.03% 162
2022
Q3 		$891K Sell
10,782
-3,203
-23% -$308K 0.04% 138
2022
Q2 		$1.33M Sell
13,985
-3,955
-22% -$409K 0.06% 128
2022
Q1 		$2.11M Buy
17,940
+452
+3% +$50.7K 0.07% 94
2021
Q4 		$2.27M Buy
+17,488
New +$2.04M 0.1% 97

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Stonegate Investment Group's EW Position: Q3 2024 in Review

Stonegate Investment Group sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 14,714 shares — an estimated $1.36M sold.

Stonegate Investment Group first reported a position in EW in Q4 2021 and held it in 11 quarters. The position peaked at $2.27M in Q4 2021. 1,195 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Stonegate Investment Group reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 14,714 Edwards Lifesciences shares in Q3 2024, an estimated $1.36M.
  • Stonegate Investment Group first reported a position in Edwards Lifesciences in Q4 2021 and held it in 11 quarters.
  • Stonegate Investment Group's Edwards Lifesciences position peaked at $2.27M in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Stonegate Investment Group's 13F filing for Q3 2024, filed 17 Oct 2024.