WEG
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World Equity Group’s Edwards Lifesciences EW Stock Holding History

World Equity Group’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
Q1 		– Sell
-8,264
Closed -$630K – 324
2023
Q4 		$630K Buy
8,264
+1,172
+17% +$81.5K 0.13% 167
2023
Q3 		$491K Buy
7,092
+3,023
+74% +$243K 0.1% 209
2023
Q2 		$384K Sell
4,069
-13,361
-77% -$1.16M 0.11% 220
2023
Q1 		$1.44M Buy
17,430
+13,292
+321% +$1.04M 0.22% 118
2022
Q4 		$309K Sell
4,138
-315
-7% -$24.3K 0.07% 247
2022
Q3 		$368K Buy
4,453
+1,939
+77% +$187K 0.09% 209
2022
Q2 		$239K Buy
+2,514
New +$260K 0.06% 292

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

World Equity Group's EW Position: Q1 2024 in Review

World Equity Group sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 8,264 shares — an estimated $630K sold.

World Equity Group first reported a position in EW in Q2 2022 and held it in 7 quarters. The position peaked at $1.44M in Q1 2023. 1,282 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • World Equity Group reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 8,264 Edwards Lifesciences shares in Q1 2024, an estimated $630K.
  • World Equity Group first reported a position in Edwards Lifesciences in Q2 2022 and held it in 7 quarters.
  • World Equity Group's Edwards Lifesciences position peaked at $1.44M in Q1 2023.
  • 1,282 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.