Trust Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,683
| Closed | -$865K | – | 125 |
|
|
2024
Q4 | $865K | Sell |
11,683
-559
| -5% | -$39.1K | 0.55% | 55 |
|
|
2024
Q3 | $808K | Sell |
12,242
-1,555
| -11% | -$113K | 0.51% | 66 |
|
|
2024
Q2 | $1.27M | Buy |
13,797
+2,217
| +19% | +$196K | 0.81% | 42 |
|
|
2024
Q1 | $1.11M | Sell |
11,580
-21
| -0.2% | -$1.76K | 0.8% | 51 |
|
|
2023
Q4 | $885K | Buy |
11,601
+14
| +0.1% | +$974 | 0.69% | 55 |
|
|
2023
Q3 | $803K | Sell |
11,587
-236
| -2% | -$19K | 0.69% | 56 |
|
|
2023
Q2 | $1.12M | Buy |
11,823
+463
| +4% | +$40.2K | 0.9% | 47 |
|
|
2023
Q1 | $940K | Sell |
11,360
-83
| -0.7% | -$6.52K | 0.84% | 50 |
|
|
2022
Q4 | $854K | Sell |
11,443
-579
| -5% | -$44.6K | 0.81% | 51 |
|
|
2022
Q3 | $993K | Sell |
12,022
-69
| -0.6% | -$6.64K | 1.04% | 43 |
|
|
2022
Q2 | $1.15M | Sell |
12,091
-1,400
| -10% | -$145K | 1.1% | 38 |
|
|
2022
Q1 | $1.59M | Buy |
13,491
+29
| +0.2% | +$3.25K | 1.29% | 23 |
|
|
2021
Q4 | $1.74M | Sell |
13,462
-100
| -0.7% | -$11.7K | 1.37% | 18 |
|
|
2021
Q3 | $1.53M | Sell |
13,562
-262
| -2% | -$29.9K | 1.37% | 19 |
|
|
2021
Q2 | $1.43M | Buy |
13,824
+733
| +6% | +$69.1K | 1.27% | 25 |
|
|
2021
Q1 | $1.09M | Sell |
13,091
-571
| -4% | -$48.3K | 1.07% | 37 |
|
|
2020
Q4 | $1.25M | Sell |
13,662
-313
| -2% | -$26K | 1.26% | 28 |
|
|
2020
Q3 | $1.11M | Buy |
13,975
+75
| +0.5% | +$5.85K | 1.29% | 24 |
|
|
2020
Q2 | $961K | Buy |
13,900
+130
| +0.9% | +$9.24K | 1.23% | 26 |
|
|
2020
Q1 | $866K | Sell |
13,770
-450
| -3% | -$32.5K | 1.43% | 20 |
|
|
2019
Q4 | $1.11M | Sell |
14,220
-75
| -0.5% | -$5.86K | 1.38% | 25 |
|
|
2019
Q3 | $1.05M | Hold |
14,295
| – | – | 1.36% | 27 |
|
|
2019
Q2 | $880K | Sell |
14,295
-2,100
| -13% | -$127K | 1.11% | 40 |
|
|
2019
Q1 | $1.05M | Sell |
16,395
-2,700
| -14% | -$154K | 1.23% | 30 |
|
|
2018
Q4 | $975K | Hold |
19,095
| – | – | 1.23% | 30 |
|
|
2018
Q3 | $1.11M | Buy |
19,095
+600
| +3% | +$29.3K | 1.14% | 39 |
|
|
2018
Q2 | $897K | Buy |
18,495
+300
| +2% | +$14K | 0.99% | 49 |
|
|
2018
Q1 | $846K | Sell |
18,195
-1,200
| -6% | -$52.1K | 0.97% | 51 |
|
|
2017
Q4 | $729K | Buy |
19,395
+180
| +0.9% | +$6.61K | 0.81% | 54 |
|
|
2017
Q3 | $700K | Sell |
19,215
-1,800
| -9% | -$68.7K | 0.79% | 56 |
|
|
2017
Q2 | $828K | Buy |
21,015
+600
| +3% | +$21.9K | 0.89% | 54 |
|
|
2017
Q1 | $640K | Buy |
20,415
+3,075
| +18% | +$96.3K | 0.69% | 61 |
|
|
2016
Q4 | $542K | Buy |
+17,340
| New | +$562K | 0.61% | 64 |
|
Other funds holding EW
Trust Investment Advisors's EW Position: Q1 2025 in Review
Trust Investment Advisors sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 11,683 shares — an estimated $865K sold.
Trust Investment Advisors first reported a position in EW in Q4 2016 and held it in 33 quarters. The position peaked at $1.74M in Q4 2021. 1,204 funds tracked by Wall St. Rank hold EW as of Q1 2025.
- Trust Investment Advisors reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
- Trust Investment Advisors sold 11,683 Edwards Lifesciences shares in Q1 2025, an estimated $865K.
- Trust Investment Advisors first reported a position in Edwards Lifesciences in Q4 2016 and held it in 33 quarters.
- Trust Investment Advisors's Edwards Lifesciences position peaked at $1.74M in Q4 2021.
- 1,204 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.
Based on Trust Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.