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West Coast Financial’s Edwards Lifesciences EW Stock Holding History

West Coast 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
2025
Q1 		– Sell
-133,367
Closed -$9.87M – 163
2024
Q4 		$9.87M Sell
133,367
-9,846
-7% -$689K 1.09% 26
2024
Q3 		$9.45M Buy
143,213
+874
+0.6% +$63.5K 1.04% 29
2024
Q2 		$13.1M Sell
142,339
-609
-0.4% -$53.9K 1.56% 15
2024
Q1 		$13.7M Sell
142,948
-696
-0.5% -$58.5K 1.66% 14
2023
Q4 		$11M Buy
143,644
+15,018
+12% +$1.04M 1.44% 22
2023
Q3 		$8.91M Buy
128,626
+1,609
+1% +$129K 1.33% 21
2023
Q2 		$12M Buy
127,017
+2,730
+2% +$237K 1.69% 13
2023
Q1 		$10.3M Buy
+124,287
New +$9.77M 1.57% 13

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

West Coast Financial's EW Position: Q1 2025 in Review

West Coast Financial sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 133,367 shares — an estimated $9.87M sold.

West Coast Financial first reported a position in EW in Q1 2023 and held it in 8 quarters. The position peaked at $13.7M in Q1 2024. 1,205 funds tracked by Wall St. Rank hold EW as of Q1 2025.

  • West Coast Financial reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
  • West Coast Financial sold 133,367 Edwards Lifesciences shares in Q1 2025, an estimated $9.87M.
  • West Coast Financial first reported a position in Edwards Lifesciences in Q1 2023 and held it in 8 quarters.
  • West Coast Financial's Edwards Lifesciences position peaked at $13.7M in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on West Coast Financial's 13F filing for Q1 2025, filed 11 Apr 2025.