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Blueprint Investment Partners’s Edwards Lifesciences EW Stock Holding History

Blueprint Investment Partners’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
2023
Q3 		– Sell
-2,512
Closed -$237K – 119
2023
Q2 		$237K Buy
+2,512
New +$218K 0.09% 133
2022
Q2 		– Sell
-2,576
Closed -$303K – 174
2022
Q1 		$303K Buy
+2,576
New +$289K 0.08% 137
2021
Q4 		– Sell
-1,879
Closed -$213K – 249
2021
Q3 		$213K Buy
+1,879
New +$214K 0.11% 128

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Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blueprint Investment Partners's EW Position: Q3 2023 in Review

Blueprint Investment Partners sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,512 shares — an estimated $237K sold.

Blueprint Investment Partners first reported a position in EW in Q3 2021 and held it in 3 quarters. The position peaked at $303K in Q1 2022. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Blueprint Investment Partners reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 2,512 Edwards Lifesciences shares in Q3 2023, an estimated $237K.
  • Blueprint Investment Partners first reported a position in Edwards Lifesciences in Q3 2021 and held it in 3 quarters.
  • Blueprint Investment Partners's Edwards Lifesciences position peaked at $303K in Q1 2022.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Blueprint Investment Partners's 13F filing for Q3 2023, filed 15 Nov 2023.