Umpqua Bank’s Edwards Lifesciences EW Stock Holding History

Umpqua Bank’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 Q3	–	Sell	-23,834	Closed	-$2.2M	–	156
2024 Q2	$2.2M	Buy	23,834 +1,461	+7%	+$129K	0.85%	30
2024 Q1	$2.14M	Buy	+22,373	New	+$1.88M	0.88%	32

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Umpqua Bank's EW Position: Q3 2024 in Review

Umpqua Bank sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 23,834 shares — an estimated $2.2M sold.

Umpqua Bank first reported a position in EW in Q1 2024 and held it in 2 quarters. The position peaked at $2.2M in Q2 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

Umpqua Bank reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
Umpqua Bank sold 23,834 Edwards Lifesciences shares in Q3 2024, an estimated $2.2M.
Umpqua Bank first reported a position in Edwards Lifesciences in Q1 2024 and held it in 2 quarters.
Umpqua Bank's Edwards Lifesciences position peaked at $2.2M in Q2 2024.
1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Umpqua Bank's 13F filing for Q3 2024, filed 30 Oct 2024.