Boston Financial Management’s Edwards Lifesciences EW Stock Holding History

Boston Financial Management’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	$1.03M	Hold	13,954	–	–	0.03%	191
2024 Q3	$921K	Hold	13,954	–	–	0.03%	202
2024 Q2	$1.29M	Buy	13,954 +80	+0.6%	+$7.08K	0.04%	175
2024 Q1	$1.33M	Hold	13,874	–	–	0.04%	175
2023 Q4	$1.06M	Hold	13,874	–	–	0.04%	187
2023 Q3	$961K	Hold	13,874	–	–	0.04%	178
2023 Q2	$1.31M	Sell	13,874 -25	-0.2%	-$2.17K	0.05%	166
2023 Q1	$1.15M	Hold	13,899	–	–	0.05%	166
2022 Q4	$1.04M	Buy	13,899 +25	+0.2%	+$1.93K	0.04%	177
2022 Q3	$1.15M	Sell	13,874 -7	-0.1%	-$674	0.05%	160
2022 Q2	$1.32M	Buy	13,881 +184	+1%	+$19K	0.06%	141
2022 Q1	$1.61M	Buy	13,697 +213	+2%	+$23.9K	0.06%	137
2021 Q4	$1.75M	Hold	13,484	–	–	0.06%	121
2021 Q3	$1.53M	Sell	13,484 -448	-3%	-$51.1K	0.06%	122
2021 Q2	$1.44M	Hold	13,932	–	–	0.06%	121
2021 Q1	$1.17M	Hold	13,932	–	–	0.05%	121
2020 Q4	$1.27M	Hold	13,932	–	–	0.06%	119
2020 Q3	$1.11M	Hold	13,932	–	–	0.05%	121
2020 Q2	$963K	Hold	13,932	–	–	0.05%	125
2020 Q1	$876K	Buy	13,932 +10,182	+272%	+$734K	0.06%	124
2019 Q4	$292K	Hold	3,750	–	–	0.02%	213
2019 Q3	$275K	Hold	3,750	–	–	0.02%	224
2019 Q2	$231K	Hold	3,750	–	–	0.01%	241
2019 Q1	$239K	Buy	+3,750	New	+$214K	0.01%	239
2018 Q4	–	Sell	-4,557	Closed	-$264K	–	260
2018 Q3	$264K	Buy	+4,557	New	+$223K	0.02%	263

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Financial Management's EW Position: Q4 2024 in Review

Boston Financial Management held its Edwards Lifesciences (EW) position steady in Q4 2024 at 13,954 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #191.

Boston Financial Management first reported a position in EW in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.75M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Boston Financial Management held 13,954 shares of Edwards Lifesciences worth $1.03M as of Q4 2024.
Boston Financial Management left its Edwards Lifesciences share count unchanged in Q4 2024.
Edwards Lifesciences made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #191 holding.
Boston Financial Management first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 25 quarters since.
Boston Financial Management's Edwards Lifesciences position peaked at $1.75M in Q4 2021.
1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.