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Tompkins Financial’s Edwards Lifesciences EW Stock Holding History

Tompkins Financial’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
2024
Q2 		– Sell
-50
Closed -$4.78K – 606
2024
Q1 		$4.78K Buy
+50
New +$4.2K ﹤0.01% 551
2016
Q1 		– Sell
-144
Closed -$4K – 513
2015
Q4 		$4K Sell
144
-2,796
-95% -$72.6K ﹤0.01% 472
2015
Q3 		$70K Buy
2,940
+900
+44% +$21.7K 0.02% 222
2015
Q2 		$48K Buy
+2,040
New +$46K 0.01% 276

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tompkins Financial's EW Position: Q2 2024 in Review

Tompkins Financial sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 50 shares — an estimated $4.78K sold.

Tompkins Financial first reported a position in EW in Q2 2015 and held it in 4 quarters. The position peaked at $70K in Q3 2015. 1,297 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Tompkins Financial reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
  • Tompkins Financial sold 50 Edwards Lifesciences shares in Q2 2024, an estimated $4.78K.
  • Tompkins Financial first reported a position in Edwards Lifesciences in Q2 2015 and held it in 4 quarters.
  • Tompkins Financial's Edwards Lifesciences position peaked at $70K in Q3 2015.
  • 1,297 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Tompkins Financial's 13F filing for Q2 2024, filed 17 Jul 2024.