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Aspiriant LLC’s Edwards Lifesciences EW Stock Holding History

Aspiriant LLC’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
Q3 		– Sell
-2,742
Closed -$259K – 289
2023
Q2 		$259K Hold
2,742
– – 0.01% 246
2023
Q1 		$227K Hold
2,742
– – 0.01% 258
2022
Q4 		$205K Buy
2,742
+23
+0.8% +$1.77K 0.01% 262
2022
Q3 		$225K Sell
2,719
-6
-0.2% -$577 0.01% 240
2022
Q2 		$259K Buy
+2,725
New +$282K 0.01% 229

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AllianceBernstein
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aspiriant LLC's EW Position: Q3 2023 in Review

Aspiriant LLC sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,742 shares — an estimated $259K sold.

Aspiriant LLC first reported a position in EW in Q2 2022 and held it in 5 quarters. The position peaked at $259K in Q2 2022. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Aspiriant LLC reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Aspiriant LLC sold 2,742 Edwards Lifesciences shares in Q3 2023, an estimated $259K.
  • Aspiriant LLC first reported a position in Edwards Lifesciences in Q2 2022 and held it in 5 quarters.
  • Aspiriant LLC's Edwards Lifesciences position peaked at $259K in Q2 2022.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Aspiriant LLC's 13F filing for Q3 2023, filed 18 Oct 2023.