Beck Bode LLC’s Edwards Lifesciences EW Stock Holding History

Beck Bode 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
2026 Q1	–	Hold	0	–	–	–	120
2022 Q1	–	Sell	-4,579	Closed	-$593K	–	159
2021 Q4	$593K	Buy	4,579 +71	+2%	+$8.28K	0.15%	62
2021 Q3	$510K	Buy	4,508 +223	+5%	+$25.5K	0.14%	63
2021 Q2	$444K	Buy	4,285 +214	+5%	+$20.2K	0.12%	61
2021 Q1	$340K	Buy	+4,071	New	+$344K	0.1%	53
2020 Q4	–	Sell	-190,795	Closed	-$15.2M	–	102
2020 Q3	$15.2M	Buy	190,795 +3,752	+2%	+$293K	5.51%	2
2020 Q2	$12.9M	Buy	187,043 +3,383	+2%	+$240K	5.3%	1
2020 Q1	$13.3M	Sell	183,660 -12,114	-6%	-$874K	6.12%	1
2019 Q4	$15.2M	Sell	195,774 -4,776	-2%	-$373K	6.25%	1
2019 Q3	$14.7M	Sell	200,550 -1,422	-0.7%	-$99.9K	6.46%	1
2019 Q2	$12.4M	Sell	201,972 -1,221	-0.6%	-$73.8K	5.54%	1
2019 Q1	$13M	Sell	203,193 -3,549	-2%	-$203K	6.26%	1
2018 Q4	$10.6M	Buy	+206,742	New	+$10.5M	5.74%	1

Other funds holding EW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return