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Baldrige Asset Management’s Edwards Lifesciences EW Stock Holding History

Baldrige Asset 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
2022
Q1 		– Sell
-300
Closed -$39K – 323
2021
Q4 		$39K Hold
300
– – 0.02% 186
2021
Q3 		$34K Hold
300
– – 0.01% 190
2021
Q2 		$31K Buy
+300
New +$28.3K 0.01% 200

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Bank of New York Mellon
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Brown Advisory
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AllianceBernstein
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Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldrige Asset Management's EW Position: Q1 2022 in Review

Baldrige Asset Management sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 300 shares — an estimated $39K sold.

Baldrige Asset Management first reported a position in EW in Q2 2021 and held it in 3 quarters. The position peaked at $39K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • Baldrige Asset Management reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
  • Baldrige Asset Management sold 300 Edwards Lifesciences shares in Q1 2022, an estimated $39K.
  • Baldrige Asset Management first reported a position in Edwards Lifesciences in Q2 2021 and held it in 3 quarters.
  • Baldrige Asset Management's Edwards Lifesciences position peaked at $39K in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on Baldrige Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.