BIA
EW icon

Biondo Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Biondo Investment Advisors’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
Q1 		– Sell
-113,634
Closed -$8.66M – 92
2023
Q4 		$8.66M Sell
113,634
-1,075
-0.9% -$74.8K 1.47% 25
2023
Q3 		$7.95M Buy
114,709
+83
+0.1% +$6.67K 1.5% 24
2023
Q2 		$10.8M Sell
114,626
-1,782
-2% -$155K 2% 15
2023
Q1 		$9.63M Buy
116,408
+469
+0.4% +$36.9K 1.95% 19
2022
Q4 		$8.65M Buy
115,939
+282
+0.2% +$21.7K 1.93% 20
2022
Q3 		$9.56M Buy
115,657
+93
+0.1% +$8.95K 2.2% 13
2022
Q2 		$11M Sell
115,564
-3,694
-3% -$382K 2.42% 11
2022
Q1 		$14M Sell
119,258
-225
-0.2% -$25.2K 2.47% 10
2021
Q4 		$15.5M Sell
119,483
-3,615
-3% -$422K 2.58% 10
2021
Q3 		$13.9M Buy
123,098
+1,105
+0.9% +$126K 2.39% 12
2021
Q2 		$12.6M Sell
121,993
-239
-0.2% -$22.5K 2.17% 15
2021
Q1 		$10.2M Sell
122,232
-6,879
-5% -$582K 2.04% 16
2020
Q4 		$11.8M Buy
129,111
+1,670
+1% +$139K 2.26% 13
2020
Q3 		$10.2M Buy
127,441
+49,690
+64% +$3.88M 2.21% 11
2020
Q2 		$5.37M Buy
77,751
+8,880
+13% +$631K 1.36% 23
2020
Q1 		$4.33M Buy
68,871
+45,036
+189% +$3.25M 1.43% 28
2019
Q4 		$1.85M Buy
23,835
+7,755
+48% +$606K 0.43% 43
2019
Q3 		$1.18M Buy
16,080
+5,310
+49% +$373K 0.3% 49
2019
Q2 		$663K Buy
10,770
+120
+1% +$7.26K 0.16% 64
2019
Q1 		$679K Buy
10,650
+5,250
+97% +$300K 0.17% 53
2018
Q4 		$276K Buy
5,400
+225
+4% +$11.4K 0.08% 76
2018
Q3 		$300K Buy
5,175
+150
+3% +$7.34K 0.07% 76
2018
Q2 		$244K Hold
5,025
– – 0.06% 78
2018
Q1 		$234K Buy
+5,025
New +$218K 0.06% 86
2014
Q1 		– Sell
-60,000
Closed -$658K – 94
2013
Q4 		$658K Sell
60,000
-72,888
-55% -$822K 0.22% 64
2013
Q3 		$1.54M Buy
132,888
+4,710
+4% +$55.1K 0.59% 38
2013
Q2 		$1.44M Buy
+128,178
New +$1.52M 0.62% 41

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Biondo Investment Advisors's EW Position: Q1 2024 in Review

Biondo Investment Advisors sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 113,634 shares — an estimated $8.66M sold.

Biondo Investment Advisors first reported a position in EW in Q2 2013 and held it in 27 quarters. The position peaked at $15.5M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Biondo Investment Advisors reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Biondo Investment Advisors sold 113,634 Edwards Lifesciences shares in Q1 2024, an estimated $8.66M.
  • Biondo Investment Advisors first reported a position in Edwards Lifesciences in Q2 2013 and held it in 27 quarters.
  • Biondo Investment Advisors's Edwards Lifesciences position peaked at $15.5M in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Biondo Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.