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Berger Financial Group’s Edwards Lifesciences EW Stock Holding History

Berger Financial Group’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
Q3 		– Sell
-3,219
Closed -$297K – 392
2024
Q2 		$297K Sell
3,219
-686
-18% -$60.7K 0.02% 286
2024
Q1 		$373K Sell
3,905
-239
-6% -$20.1K 0.03% 245
2023
Q4 		$316K Sell
4,144
-666
-14% -$46.3K 0.03% 221
2023
Q3 		$333K Sell
4,810
-1,012
-17% -$81.3K 0.04% 194
2023
Q2 		$549K Sell
5,822
-91
-2% -$7.91K 0.06% 149
2023
Q1 		$489K Sell
5,913
-272
-4% -$21.4K 0.06% 154
2022
Q4 		$461K Sell
6,185
-426
-6% -$32.8K 0.06% 159
2022
Q3 		$546K Sell
6,611
-368
-5% -$35.4K 0.08% 132
2022
Q2 		$664K Sell
6,979
-2,156
-24% -$223K 0.1% 115
2022
Q1 		$1.07M Buy
9,135
+378
+4% +$42.4K 0.14% 96
2021
Q4 		$1.13M Buy
+8,757
New +$1.02M 0.15% 94

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Berger Financial Group's EW Position: Q3 2024 in Review

Berger Financial Group sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 3,219 shares — an estimated $297K sold.

Berger Financial Group first reported a position in EW in Q4 2021 and held it in 11 quarters. The position peaked at $1.13M in Q4 2021. 1,195 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Berger Financial Group reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Berger Financial Group sold 3,219 Edwards Lifesciences shares in Q3 2024, an estimated $297K.
  • Berger Financial Group first reported a position in Edwards Lifesciences in Q4 2021 and held it in 11 quarters.
  • Berger Financial Group's Edwards Lifesciences position peaked at $1.13M in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Berger Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.