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Wealth High Governance Capital’s Edwards Lifesciences EW Stock Holding History

Wealth High Governance Capital’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
Q3 		– Sell
-20,000
Closed -$1.89M – 27
2023
Q2 		$1.89M Hold
20,000
– – 0.79% 15
2023
Q1 		$1.65M Buy
+20,000
New +$1.57M 0.74% 20

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Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
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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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth High Governance Capital's EW Position: Q3 2023 in Review

Wealth High Governance Capital sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 20,000 shares — an estimated $1.89M sold.

Wealth High Governance Capital first reported a position in EW in Q1 2023 and held it in 2 quarters. The position peaked at $1.89M in Q2 2023. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Wealth High Governance Capital reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Wealth High Governance Capital sold 20,000 Edwards Lifesciences shares in Q3 2023, an estimated $1.89M.
  • Wealth High Governance Capital first reported a position in Edwards Lifesciences in Q1 2023 and held it in 2 quarters.
  • Wealth High Governance Capital's Edwards Lifesciences position peaked at $1.89M in Q2 2023.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Wealth High Governance Capital's 13F filing for Q3 2023, filed 7 Feb 2025.