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Sycomore Asset Management’s Edwards Lifesciences EW Stock Holding History

Sycomore Asset Management’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
-478
Closed -$43K – 84
2023
Q2 		$43K Sell
478
-60
-11% -$5.21K 0.01% 78
2023
Q1 		$44K Sell
538
-406
-43% -$31.9K 0.01% 82
2022
Q4 		$70K Buy
944
+140
+17% +$10.8K 0.02% 91
2022
Q3 		$67K Hold
804
– – 0.02% 102
2022
Q2 		$76K Hold
804
– – 0.02% 100
2022
Q1 		$94K Buy
804
+304
+61% +$34.1K 0.02% 107
2021
Q4 		$65K Buy
+500
New +$58.3K 0.01% 114

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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

Sycomore Asset Management's EW Position: Q3 2023 in Review

Sycomore Asset Management sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 478 shares — an estimated $43K sold.

Sycomore Asset Management first reported a position in EW in Q4 2021 and held it in 7 quarters. The position peaked at $94K in Q1 2022. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Sycomore Asset Management reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Sycomore Asset Management sold 478 Edwards Lifesciences shares in Q3 2023, an estimated $43K.
  • Sycomore Asset Management first reported a position in Edwards Lifesciences in Q4 2021 and held it in 7 quarters.
  • Sycomore Asset Management's Edwards Lifesciences position peaked at $94K in Q1 2022.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Sycomore Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.