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Surevest’s Edwards Lifesciences EW Stock Holding History

Surevest’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
Q3 		$3K Sell
39
-160
-80% -$15.4K ﹤0.01% 358
2022
Q2 		$19K Buy
199
+160
+410% +$16.6K 0.01% 269
2022
Q1 		$5K Hold
39
– – ﹤0.01% 316
2021
Q4 		$5K Buy
+39
New +$4.55K ﹤0.01% 322

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Surevest's EW Position: Q3 2022 in Review

Surevest reduced its Edwards Lifesciences (EW) stake by 80% in Q3 2022, selling an estimated $15.4K and leaving 39 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Surevest first reported a position in EW in Q4 2021 and has held it in 4 quarters since. The position peaked at $19K in Q2 2022. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Surevest held 39 shares of Edwards Lifesciences worth $3K as of Q3 2022.
  • Surevest sold 160 Edwards Lifesciences shares in Q3 2022, an estimated $15.4K.
  • Edwards Lifesciences made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #358 holding.
  • Surevest first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Edwards Lifesciences position peaked at $19K in Q2 2022.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.