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Tilt Investment Management Holdings’s Edwards Lifesciences EW Stock Holding History

Tilt Investment Management Holdings’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
-3,260
Closed -$226K – 130
2023
Q3 		$226K Hold
3,260
– – 0.16% 125
2023
Q2 		$308K Hold
3,260
– – 0.2% 116
2023
Q1 		$264K Buy
3,260
+419
+15% +$32.9K 0.2% 121
2022
Q4 		$212K Buy
+2,841
New +$219K 0.18% 130

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tilt Investment Management Holdings's EW Position: Q4 2023 in Review

Tilt Investment Management Holdings sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 3,260 shares — an estimated $226K sold.

Tilt Investment Management Holdings first reported a position in EW in Q4 2022 and held it in 4 quarters. The position peaked at $308K in Q2 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Tilt Investment Management Holdings reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Tilt Investment Management Holdings sold 3,260 Edwards Lifesciences shares in Q4 2023, an estimated $226K.
  • Tilt Investment Management Holdings first reported a position in Edwards Lifesciences in Q4 2022 and held it in 4 quarters.
  • Tilt Investment Management Holdings's Edwards Lifesciences position peaked at $308K in Q2 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.