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Brian C. Broderick’s Edwards Lifesciences EW Stock Holding History

Brian C. Broderick’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
-10,053
Closed -$767K – 84
2023
Q4 		$767K Sell
10,053
-927
-8% -$64.5K 0.19% 56
2023
Q3 		$761K Sell
10,980
-20
-0.2% -$1.61K 0.21% 53
2023
Q2 		$1.04M Buy
11,000
+1,650
+18% +$143K 0.27% 48
2023
Q1 		$774K Buy
9,350
+1,050
+13% +$82.5K 0.22% 49
2022
Q4 		$619K Sell
8,300
-37,353
-82% -$2.88M 0.18% 56
2022
Q3 		$3.77M Buy
45,653
+3,650
+9% +$351K 1.18% 32
2022
Q2 		$3.99M Buy
42,003
+520
+1% +$53.8K 1.21% 32
2022
Q1 		$4.88M Buy
41,483
+14,066
+51% +$1.58M 1.25% 34
2021
Q4 		$3.55M Buy
27,417
+14,698
+116% +$1.71M 0.85% 39
2021
Q3 		$1.44M Buy
+12,719
New +$1.45M 0.38% 49

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

Brian C. Broderick's EW Position: Q1 2024 in Review

Brian C. Broderick sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 10,053 shares — an estimated $767K sold.

Brian C. Broderick first reported a position in EW in Q3 2021 and held it in 10 quarters. The position peaked at $4.88M in Q1 2022. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Brian C. Broderick reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Brian C. Broderick sold 10,053 Edwards Lifesciences shares in Q1 2024, an estimated $767K.
  • Brian C. Broderick first reported a position in Edwards Lifesciences in Q3 2021 and held it in 10 quarters.
  • Brian C. Broderick's Edwards Lifesciences position peaked at $4.88M in Q1 2022.
  • 1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Brian C. Broderick's 13F filing for Q1 2024, filed 6 May 2024.