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ZIC
ZWJ Investment Counsel’s
Edwards Lifesciences
EW
Stock Holding History
ZWJ Investment Counsel’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
Q3
–
Sell
-4,364
Closed
-$341K
–
248
2025
Q2
$341K
Hold
4,364
–
–
0.01%
166
2025
Q1
$316K
Hold
4,364
–
–
0.01%
177
2024
Q4
$323K
Hold
4,364
–
–
0.01%
181
2024
Q3
$288K
Hold
4,364
–
–
0.01%
187
2024
Q2
$403K
Hold
4,364
–
–
0.02%
163
2024
Q1
$417K
Buy
+4,364
New
+$367K
0.02%
165
2020
Q2
–
Sell
-5,163
Closed
-$325K
–
158
2020
Q1
$325K
Buy
+5,163
New
+$372K
0.03%
166
2018
Q1
–
Sell
-28,614
Closed
-$1.07M
–
202
2017
Q4
$1.07M
Sell
28,614
-753
-3%
-$27.6K
0.09%
106
2017
Q3
$1.07M
Sell
29,367
-5,148
-15%
-$196K
0.08%
104
2017
Q2
$1.36M
Hold
34,515
–
–
0.11%
95
2017
Q1
$1.08M
Buy
+34,515
New
+$1.08M
0.09%
109
Other funds holding EW
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
DZ Bank
Frankfurt Am Main, Germany
$110B AUM
36.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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