BFA
EW icon

Bill Few Associates’s Edwards Lifesciences EW Stock Holding History

Bill Few Associates’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
-2,628
Closed -$243K – 180
2024
Q2 		$243K Buy
2,628
+221
+9% +$19.6K 0.09% 149
2024
Q1 		$230K Buy
+2,407
New +$202K 0.09% 151
2023
Q4 		– Sell
-3,071
Closed -$213K – 157
2023
Q3 		$213K Hold
3,071
– – 0.11% 129
2023
Q2 		$290K Hold
3,071
– – 0.15% 112
2023
Q1 		$254K Hold
3,071
– – 0.14% 111
2022
Q4 		$229K Sell
3,071
-236
-7% -$18.2K 0.14% 112
2022
Q3 		$273K Sell
3,307
-111
-3% -$10.7K 0.18% 93
2022
Q2 		$325K Hold
3,418
– – 0.21% 84
2022
Q1 		$402K Buy
+3,418
New +$383K 0.22% 82

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return