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Braun-Bostich & Associates’s Edwards Lifesciences EW Stock Holding History

Braun-Bostich & 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
-2,197
Closed -$203K – 116
2024
Q2 		$203K Sell
2,197
-1,389
-39% -$123K 0.15% 110
2024
Q1 		$343K Sell
3,586
-1,461
-29% -$123K 0.29% 82
2023
Q4 		$385K Buy
5,047
+1,674
+50% +$116K 0.35% 72
2023
Q3 		$234K Buy
+3,373
New +$271K 0.44% 45
2022
Q2 		– Sell
-1,707
Closed -$201K – 67
2022
Q1 		$201K Buy
+1,707
New +$191K 0.43% 66
2020
Q4 		– Sell
-3,566
Closed -$285K – 115
2020
Q3 		$285K Buy
3,566
+317
+10% +$24.7K 0.28% 52
2020
Q2 		$225K Buy
3,249
+45
+1% +$3.2K 0.22% 67
2020
Q1 		$184K Hold
3,204
– – 0.23% 75
2019
Q4 		$248K Hold
3,204
– – 0.24% 68
2019
Q3 		$235K Sell
3,204
-1,167
-27% -$82K 0.27% 77
2019
Q2 		$269K Sell
4,371
-4,716
-52% -$285K 0.28% 81
2019
Q1 		$580K Sell
9,087
-2,052
-18% -$117K 0.6% 38
2018
Q4 		$569K Buy
11,139
+10,197
+1,082% +$516K 0.6% 56
2018
Q3 		$55K Buy
+942
New +$46.1K 0.05% 173

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
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 $1.56T 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 $44.7B AUM 17.24% 1-Year Est. Return

Braun-Bostich & Associates's EW Position: Q3 2024 in Review

Braun-Bostich & Associates sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,197 shares — an estimated $203K sold.

Braun-Bostich & Associates first reported a position in EW in Q3 2018 and held it in 14 quarters. The position peaked at $580K in Q1 2019. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Braun-Bostich & Associates reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 2,197 Edwards Lifesciences shares in Q3 2024, an estimated $203K.
  • Braun-Bostich & Associates first reported a position in Edwards Lifesciences in Q3 2018 and held it in 14 quarters.
  • Braun-Bostich & Associates's Edwards Lifesciences position peaked at $580K in Q1 2019.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Braun-Bostich & Associates's 13F filing for Q3 2024, filed 15 Oct 2024.