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Summit X LLC’s Edwards Lifesciences EW Stock Holding History

Summit X LLC’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
-7,328
Closed -$691K – 217
2023
Q2 		$691K Buy
7,328
+83
+1% +$7.21K 0.17% 122
2023
Q1 		$599K Sell
7,245
-315
-4% -$24.8K 0.15% 133
2022
Q4 		$719K Buy
7,560
+90
+1% +$6.94K 0.21% 102
2022
Q3 		$619K Sell
7,470
-90
-1% -$8.66K 0.18% 123
2022
Q2 		$721K Sell
7,560
-150
-2% -$15.5K 0.21% 103
2022
Q1 		$905K Sell
7,710
-3,235
-30% -$363K 0.22% 94
2021
Q4 		$1.42M Buy
10,945
+70
+0.6% +$8.16K 0.33% 70
2021
Q3 		$1.23M Sell
10,875
-15
-0.1% -$1.71K 0.31% 73
2021
Q2 		$1.13M Sell
10,890
-205
-2% -$19.3K 0.28% 86
2021
Q1 		$928K Sell
11,095
-300
-3% -$25.4K 0.25% 96
2020
Q4 		$1.03M Buy
+11,395
New +$945K 0.31% 79
2020
Q2 		$574K Buy
8,310
+210
+3% +$14.9K 0.21% 108
2020
Q1 		$513K Sell
8,100
-495
-6% -$35.7K 0.24% 99
2019
Q4 		$665K Sell
8,595
-2,175
-20% -$170K 0.25% 104
2019
Q3 		$789K Sell
10,770
-30
-0.3% -$2.11K 0.32% 87
2019
Q2 		$662K Buy
10,800
+30
+0.3% +$1.81K 0.27% 97
2019
Q1 		$690K Buy
10,770
+495
+5% +$28.2K 0.3% 90
2018
Q4 		$525K Buy
10,275
+90
+0.9% +$4.55K 0.3% 94
2018
Q3 		$592K Buy
10,185
+90
+0.9% +$4.4K 0.29% 87
2018
Q2 		$488K Sell
10,095
-702
-7% -$32.8K 0.27% 99
2018
Q1 		$506K Buy
10,797
+192
+2% +$8.34K 0.3% 89
2017
Q4 		$405K Buy
10,605
+150
+1% +$5.5K 0.26% 120
2017
Q3 		$377K Buy
10,455
+60
+0.6% +$2.29K 0.25% 117
2017
Q2 		$411K Buy
+10,395
New +$379K 0.29% 105

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
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 X LLC's EW Position: Q3 2023 in Review

Summit X LLC sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 7,328 shares — an estimated $691K sold.

Summit X LLC first reported a position in EW in Q2 2017 and held it in 24 quarters. The position peaked at $1.42M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Summit X LLC reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 7,328 Edwards Lifesciences shares in Q3 2023, an estimated $691K.
  • Summit X LLC first reported a position in Edwards Lifesciences in Q2 2017 and held it in 24 quarters.
  • Summit X LLC's Edwards Lifesciences position peaked at $1.42M in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.