Andesa Financial Management’s Edwards Lifesciences EW Stock Holding History

Andesa Financial Management’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 Q1	$362K	Buy	5,448 +2,479	+83%	+$195K	0.19%	85
2022 Q4	$222K	Sell	2,969 -1,657	-36%	-$128K	0.12%	133
2022 Q3	$383K	Buy	4,626 +1,909	+70%	+$184K	0.13%	103
2022 Q2	$258K	Buy	2,717 +334	+14%	+$34.6K	0.16%	114
2022 Q1	$279K	Buy	2,383 +229	+11%	+$25.7K	0.15%	119
2021 Q4	$279K	Buy	2,154 +356	+20%	+$41.5K	0.14%	129
2021 Q3	$204K	Sell	1,798 -1,664	-48%	-$190K	0.11%	138
2021 Q2	$356K	Buy	3,462 +856	+33%	+$80.7K	0.11%	118
2021 Q1	$218K	Buy	+2,606	New	+$220K	0.07%	137
2020 Q4	–	Sell	-4,550	Closed	-$363K	–	121
2020 Q3	$363K	Buy	+4,550	New	+$355K	0.15%	105

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Andesa Financial Management's EW Position: Q1 2023 in Review

Andesa Financial Management increased its Edwards Lifesciences (EW) stake by 83% in Q1 2023, buying an estimated $195K and bringing the position to 5,448 shares worth $362K. The position accounts for 0.19% of the portfolio, ranked #85.

Andesa Financial Management first reported a position in EW in Q3 2020 and has held it in 10 quarters since. The position peaked at $383K in Q3 2022. 1,246 funds tracked by Wall St. Rank hold EW as of Q1 2023.

Andesa Financial Management held 5,448 shares of Edwards Lifesciences worth $362K as of Q1 2023.
Andesa Financial Management bought 2,479 Edwards Lifesciences shares in Q1 2023, an estimated $195K.
Edwards Lifesciences made up 0.19% of Andesa Financial Management's portfolio in Q1 2023, its #85 holding.
Andesa Financial Management first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 10 quarters since.
Andesa Financial Management's Edwards Lifesciences position peaked at $383K in Q3 2022.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.