Wintrust Investments’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $176K | Buy |
2,384
+177
| +8% | +$12.4K | 0.15% | 110 |
|
|
2024
Q3 | $145K | Sell |
2,207
-1,212
| -35% | -$88.1K | 0.11% | 164 |
|
|
2024
Q2 | $316K | Buy |
3,419
+170
| +5% | +$15.1K | 0.03% | 367 |
|
|
2024
Q1 | $310K | Sell |
3,249
-14,730
| -82% | -$1.24M | 0.03% | 365 |
|
|
2023
Q4 | $1.37M | Buy |
17,979
+2,487
| +16% | +$173K | 0.13% | 151 |
|
|
2023
Q3 | $1.07M | Buy |
15,492
+3,722
| +32% | +$299K | 0.11% | 161 |
|
|
2023
Q2 | $1.11M | Buy |
11,770
+735
| +7% | +$63.9K | 0.11% | 159 |
|
|
2023
Q1 | $913K | Buy |
11,035
+2,700
| +32% | +$212K | 0.12% | 141 |
|
|
2022
Q4 | $622K | Buy |
+8,335
| New | +$642K | 0.08% | 186 |
|
|
2022
Q2 | – | Sell |
-5,215
| Closed | -$614K | – | 389 |
|
|
2022
Q1 | $614K | Sell |
5,215
-950
| -15% | -$107K | 0.06% | 226 |
|
|
2021
Q4 | $799K | Sell |
6,165
-2,540
| -29% | -$296K | 0.08% | 199 |
|
|
2021
Q3 | $942K | Sell |
8,705
-195
| -2% | -$22.3K | 0.13% | 125 |
|
|
2021
Q2 | $900K | Buy |
8,900
+765
| +9% | +$72.1K | 0.09% | 173 |
|
|
2021
Q1 | $686K | Buy |
+8,135
| New | +$688K | 0.07% | 218 |
|
|
2020
Q4 | – | Sell |
-4,284
| Closed | -$342K | – | 236 |
|
|
2020
Q3 | $342K | Buy |
4,284
+329
| +8% | +$25.7K | 0.05% | 249 |
|
|
2020
Q2 | $273K | Sell |
3,955
-245
| -6% | -$17.4K | 0.04% | 279 |
|
|
2020
Q1 | $264K | Buy |
4,200
+1,170
| +39% | +$84.4K | 0.04% | 257 |
|
|
2019
Q4 | $236K | Sell |
3,030
-1,950
| -39% | -$152K | 0.03% | 323 |
|
|
2019
Q3 | $365K | Buy |
4,980
+888
| +22% | +$62.4K | 0.05% | 254 |
|
|
2019
Q2 | $252K | Hold |
4,092
| – | – | 0.04% | 316 |
|
|
2019
Q1 | $261K | Sell |
4,092
-150
| -4% | -$8.56K | 0.04% | 291 |
|
|
2018
Q4 | $217K | Sell |
4,242
-738
| -15% | -$37.3K | 0.04% | 300 |
|
|
2018
Q3 | $289K | Sell |
4,980
-45
| -0.9% | -$2.2K | 0.05% | 290 |
|
|
2018
Q2 | $244K | Sell |
5,025
-1,740
| -26% | -$81.2K | 0.04% | 308 |
|
|
2018
Q1 | $315K | Hold |
6,765
| – | – | 0.08% | 192 |
|
|
2017
Q4 | $254K | Hold |
6,765
| – | – | 0.06% | 248 |
|
|
2017
Q3 | $246K | Sell |
6,765
-225
| -3% | -$8.58K | 0.06% | 242 |
|
|
2017
Q2 | $275K | Sell |
6,990
-300
| -4% | -$10.9K | 0.07% | 241 |
|
|
2017
Q1 | $229K | Buy |
+7,290
| New | +$228K | 0.07% | 262 |
|
|
2016
Q4 | – | Sell |
-5,490
| Closed | -$221K | – | 231 |
|
|
2016
Q3 | $221K | Buy |
+5,490
| New | +$207K | 0.1% | 175 |
|
Other funds holding EW
Wintrust Investments's EW Position: Q4 2024 in Review
Wintrust Investments increased its Edwards Lifesciences (EW) stake by 8% in Q4 2024, buying an estimated $12.4K and bringing the position to 2,384 shares worth $176K. The position accounts for 0.15% of the portfolio, ranked #110.
Wintrust Investments first reported a position in EW in Q3 2016 and has held it in 30 quarters since. The position peaked at $1.37M in Q4 2023. 1,227 funds tracked by Wall St. Rank hold EW as of Q4 2024.
- Wintrust Investments held 2,384 shares of Edwards Lifesciences worth $176K as of Q4 2024.
- Wintrust Investments bought 177 Edwards Lifesciences shares in Q4 2024, an estimated $12.4K.
- Edwards Lifesciences made up 0.15% of Wintrust Investments's portfolio in Q4 2024, its #110 holding.
- Wintrust Investments first reported a position in Edwards Lifesciences in Q3 2016 and has held it in 30 quarters since.
- Wintrust Investments's Edwards Lifesciences position peaked at $1.37M in Q4 2023.
- 1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.