Brown Shipley & Co’s Edwards Lifesciences EW Stock Holding History

Brown Shipley & Co’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 Q2	–	Sell	-33,995	Closed	-$3.2M	–	97
2024 Q1	$3.2M	Buy	+33,995	New	+$2.86M	1.01%	27
2023 Q3	–	Sell	-27,345	Closed	-$2.58M	–	108
2023 Q2	$2.58M	Buy	27,345 +2,220	+9%	+$193K	1.06%	31
2023 Q1	$2.08M	Buy	+25,125	New	+$1.97M	1.34%	25

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Brown Shipley & Co's EW Position: Q2 2024 in Review

Brown Shipley & Co sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 33,995 shares — an estimated $3.2M sold.

Brown Shipley & Co first reported a position in EW in Q1 2023 and held it in 3 quarters. The position peaked at $3.2M in Q1 2024. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

Brown Shipley & Co reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
Brown Shipley & Co sold 33,995 Edwards Lifesciences shares in Q2 2024, an estimated $3.2M.
Brown Shipley & Co first reported a position in Edwards Lifesciences in Q1 2023 and held it in 3 quarters.
Brown Shipley & Co's Edwards Lifesciences position peaked at $3.2M in Q1 2024.
1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Brown Shipley & Co's 13F filing for Q2 2024, filed 19 Aug 2024.