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Bison Wealth’s Edwards Lifesciences EW Stock Holding History

Bison Wealth’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
Q4 		– Sell
-3,069
Closed -$203K – 353
2024
Q3 		$203K Sell
3,069
-555
-15% -$40.3K 0.03% 399
2024
Q2 		$346K Hold
3,624
– – 0.06% 300
2024
Q1 		$346K Buy
3,624
+2
+0.1% +$168 0.06% 300
2023
Q4 		$276K Hold
3,622
– – 0.05% 330
2023
Q3 		$251K Sell
3,622
-6
-0.2% -$482 0.05% 329
2023
Q2 		$342K Buy
3,628
+25
+0.7% +$2.17K 0.06% 270
2023
Q1 		$320K Hold
3,603
– – 0.1% 191
2022
Q4 		$274K Sell
3,603
-117
-3% -$9.02K 0.09% 218
2022
Q3 		$307K Sell
3,720
-45
-1% -$4.33K 0.12% 200
2022
Q2 		$358K Sell
3,765
-74
-2% -$7.66K 0.21% 128
2022
Q1 		$452K Sell
3,839
-108
-3% -$12.1K 0.23% 117
2021
Q4 		$511K Sell
3,947
-22
-0.6% -$2.57K 0.3% 84
2021
Q3 		$449K Hold
3,969
– – 0.21% 126
2021
Q2 		$411K Buy
3,969
+195
+5% +$18.4K 0.18% 145
2021
Q1 		$316K Buy
3,774
+90
+2% +$7.61K 0.14% 180
2020
Q4 		$336K Hold
3,684
– – 0.16% 160
2020
Q3 		$294K Sell
3,684
-144
-4% -$11.2K 0.17% 138
2020
Q2 		$265K Buy
3,828
+21
+0.6% +$1.49K 0.17% 146
2020
Q1 		$239K Hold
3,807
– – 0.17% 149
2019
Q4 		$296K Hold
3,807
– – 0.14% 171
2019
Q3 		$279K Hold
3,807
– – 0.15% 164
2019
Q2 		$234K Hold
3,807
– – 0.14% 186
2019
Q1 		$243K Buy
+3,807
New +$217K 0.15% 171
2018
Q4 		– Sell
-3,807
Closed -$221K – 219
2018
Q3 		$221K Buy
+3,807
New +$186K 0.14% 193
2016
Q4 		– Sell
-5,070
Closed -$204K – 192
2016
Q3 		$204K Sell
5,070
-9,012
-64% -$339K 0.17% 164
2016
Q2 		$468K Buy
+14,082
New +$482K 0.28% 108

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bison Wealth's EW Position: Q4 2024 in Review

Bison Wealth sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 3,069 shares — an estimated $203K sold.

Bison Wealth first reported a position in EW in Q2 2016 and held it in 26 quarters. The position peaked at $511K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Bison Wealth reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 3,069 Edwards Lifesciences shares in Q4 2024, an estimated $203K.
  • Bison Wealth first reported a position in Edwards Lifesciences in Q2 2016 and held it in 26 quarters.
  • Bison Wealth's Edwards Lifesciences position peaked at $511K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.