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Union Savings Bank’s Edwards Lifesciences EW Stock Holding History

Union Savings 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
2023
Q4 		– Sell
-234
Closed -$16.2K – 306
2023
Q3 		$16.2K Sell
234
-935
-80% -$75.1K 0.01% 264
2023
Q2 		$95.9K Buy
+1,169
New +$102K 0.06% 170

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Brown Advisory
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Bank of New York Mellon
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Union Savings Bank's EW Position: Q4 2023 in Review

Union Savings Bank sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 234 shares — an estimated $16.2K sold.

Union Savings Bank first reported a position in EW in Q2 2023 and held it in 2 quarters. The position peaked at $95.9K in Q2 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Union Savings Bank reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Union Savings Bank sold 234 Edwards Lifesciences shares in Q4 2023, an estimated $16.2K.
  • Union Savings Bank first reported a position in Edwards Lifesciences in Q2 2023 and held it in 2 quarters.
  • Union Savings Bank's Edwards Lifesciences position peaked at $95.9K in Q2 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Union Savings Bank's 13F filing for Q4 2023, filed 9 Feb 2024.