Benjamin F. Edwards & Company’s Edwards Lifesciences EW Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$1.23M	Buy	13,295 +3,049	+30%	+$270K	0.02%	477
2024 Q1	$979K	Buy	10,246 +2,564	+33%	+$215K	0.02%	516
2023 Q4	$586K	Buy	7,682 +1,739	+29%	+$121K	0.01%	609
2023 Q3	$412K	Buy	5,943 +348	+6%	+$28K	0.02%	567
2023 Q2	$527K	Buy	5,595 +35	+0.6%	+$3.04K	0.02%	497
2023 Q1	$460K	Sell	5,560 -31	-0.6%	-$2.44K	0.02%	506
2022 Q4	$417K	Sell	5,591 -151	-3%	-$11.6K	0.02%	513
2022 Q3	$474K	Sell	5,742 -84	-1%	-$8.08K	0.02%	447
2022 Q2	$554K	Sell	5,826 -113	-2%	-$11.7K	0.03%	432
2022 Q1	$699K	Sell	5,939 -736	-11%	-$82.6K	0.03%	401
2021 Q4	$865K	Buy	6,675 +30	+0.5%	+$3.5K	0.04%	372
2021 Q3	$752K	Hold	6,645	–	–	0.04%	384
2021 Q2	$688K	Hold	6,645	–	–	0.04%	388
2021 Q1	$556K	Buy	6,645 +64	+1%	+$5.41K	0.03%	437
2020 Q4	$600K	Sell	6,581 -130	-2%	-$10.8K	0.04%	396
2020 Q3	$536K	Buy	6,711 +18	+0.3%	+$1.4K	0.04%	379
2020 Q2	$463K	Hold	6,693	–	–	0.03%	386
2020 Q1	$421K	Sell	6,693 -54	-0.8%	-$3.89K	0.04%	355
2019 Q4	$525K	Sell	6,747 -165	-2%	-$12.9K	0.04%	376
2019 Q3	$507K	Sell	6,912 -234	-3%	-$16.4K	0.04%	354
2019 Q2	$440K	Sell	7,146 -42	-0.6%	-$2.54K	0.04%	383
2019 Q1	$458K	Buy	7,188 +192	+3%	+$11K	0.04%	349
2018 Q4	$357K	Sell	6,996 -231	-3%	-$11.7K	0.04%	362
2018 Q3	$419K	Hold	7,227	–	–	0.04%	358
2018 Q2	$351K	Buy	7,227 +5,940	+462%	+$277K	0.03%	388
2018 Q1	$60K	Hold	1,287	–	–	0.01%	799
2017 Q4	$48K	Sell	1,287 -495	-28%	-$18.2K	0.01%	815
2017 Q3	$65K	Hold	1,782	–	–	0.01%	707
2017 Q2	$70K	Buy	1,782 +132	+8%	+$4.82K	0.01%	635
2017 Q1	$52K	Hold	1,650	–	–	0.01%	665
2016 Q4	$52K	Buy	1,650 +150	+10%	+$4.86K	0.01%	607
2016 Q3	$60K	Hold	1,500	–	–	0.01%	510
2016 Q2	$50K	Buy	1,500 +300	+25%	+$10.3K	0.01%	513
2016 Q1	$35K	Hold	1,200	–	–	0.01%	575
2015 Q4	$32K	Hold	1,200	–	–	0.01%	602
2015 Q3	$28K	Buy	1,200 +600	+100%	+$14.5K	0.01%	632
2015 Q2	$14K	Sell	600 -600	-50%	-$13.5K	﹤0.01%	849
2015 Q1	$28K	Buy	1,200 +600	+100%	+$13.5K	0.01%	682
2014 Q4	$13K	Hold	600	–	–	﹤0.01%	751
2014 Q3	$10K	Hold	600	–	–	﹤0.01%	769
2014 Q2	$9K	Hold	600	–	–	﹤0.01%	749
2014 Q1	$7K	Hold	600	–	–	﹤0.01%	732
2013 Q4	$7K	Hold	600	–	–	﹤0.01%	700
2013 Q3	$7K	Hold	600	–	–	﹤0.01%	658
2013 Q2	$7K	Buy	+600	New	+$7.1K	﹤0.01%	624

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Benjamin F. Edwards & Company's EW Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Edwards Lifesciences (EW) stake by 30% in Q2 2024, buying an estimated $270K and bringing the position to 13,295 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #477.

Benjamin F. Edwards & Company first reported a position in EW in Q2 2013 and has held it in 45 quarters since. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

Benjamin F. Edwards & Company held 13,295 shares of Edwards Lifesciences worth $1.23M as of Q2 2024.
Benjamin F. Edwards & Company bought 3,049 Edwards Lifesciences shares in Q2 2024, an estimated $270K.
Edwards Lifesciences made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #477 holding.
Benjamin F. Edwards & Company first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 45 quarters since.
1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.