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Stoneridge Investment Partners’s Edwards Lifesciences EW Stock Holding History

Stoneridge Investment Partners’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
2023
Q4 		– Sell
-23,706
Closed -$1.64M – 100
2023
Q3 		$1.64M Buy
+23,706
New +$1.91M 0.77% 47
2017
Q2 		– Sell
-248,391
Closed -$7.79M – 273
2017
Q1 		$7.79M Buy
+248,391
New +$7.78M 1.05% 16

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Brown Advisory
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Bank of New York Mellon
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Wellington Management Group
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Geode Capital Management
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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stoneridge Investment Partners's EW Position: Q4 2023 in Review

Stoneridge Investment Partners sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 23,706 shares — an estimated $1.64M sold.

Stoneridge Investment Partners first reported a position in EW in Q1 2017 and held it in 2 quarters. The position peaked at $7.79M in Q1 2017. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Stoneridge Investment Partners reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Stoneridge Investment Partners sold 23,706 Edwards Lifesciences shares in Q4 2023, an estimated $1.64M.
  • Stoneridge Investment Partners first reported a position in Edwards Lifesciences in Q1 2017 and held it in 2 quarters.
  • Stoneridge Investment Partners's Edwards Lifesciences position peaked at $7.79M in Q1 2017.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Stoneridge Investment Partners's 13F filing for Q4 2023, filed 7 Feb 2024.