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Summit Global Investments’s Edwards Lifesciences EW Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-2,544
Closed -$240K – 546
2023
Q2 		$240K Buy
+2,544
New +$221K 0.02% 471
2018
Q4 		– Sell
-64,710
Closed -$3.75M – 269
2018
Q3 		$3.75M Buy
64,710
+4,470
+7% +$219K 0.5% 60
2018
Q2 		$2.92M Buy
+60,240
New +$2.81M 0.44% 63

Other funds holding EW

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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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Global Investments's EW Position: Q3 2023 in Review

Summit Global Investments sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,544 shares — an estimated $240K sold.

Summit Global Investments first reported a position in EW in Q2 2018 and held it in 3 quarters. The position peaked at $3.75M in Q3 2018. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Summit Global Investments reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Summit Global Investments sold 2,544 Edwards Lifesciences shares in Q3 2023, an estimated $240K.
  • Summit Global Investments first reported a position in Edwards Lifesciences in Q2 2018 and held it in 3 quarters.
  • Summit Global Investments's Edwards Lifesciences position peaked at $3.75M in Q3 2018.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Summit Global Investments's 13F filing for Q3 2023, filed 16 Oct 2023.