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Buckingham Strategic Wealth’s Edwards Lifesciences EW Stock Holding History

Buckingham Strategic Wealth’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 		$1.7M Sell
18,422
-1,038
-5% -$91.9K 0.02% 257
2024
Q1 		$1.86M Buy
19,460
+1,135
+6% +$95.3K 0.02% 251
2023
Q4 		$1.4M Sell
18,325
-1,464
-7% -$102K 0.02% 279
2023
Q3 		$1.37M Buy
19,789
+4
+0% +$321 0.02% 253
2023
Q2 		$1.87M Sell
19,785
-2,215
-10% -$193K 0.03% 220
2023
Q1 		$1.64M Hold
22,000
– – 0.03% 203
2022
Q4 		$1.64M Sell
22,000
-1,897
-8% -$146K 0.03% 204
2022
Q3 		$1.98M Buy
23,897
+645
+3% +$62.1K 0.04% 174
2022
Q2 		$2.21M Buy
+23,252
New +$2.41M 0.04% 164
2021
Q3 		– Sell
-20,241
Closed -$2.1M – 597
2021
Q2 		$2.1M Buy
20,241
+16
+0.1% +$1.51K 0.05% 162
2021
Q1 		$1.69M Sell
20,225
-348
-2% -$29.4K 0.08% 168
2020
Q4 		$1.88M Buy
20,573
+17,280
+525% +$1.43M 0.1% 150
2020
Q3 		$263K Buy
3,293
+203
+7% +$15.8K 0.02% 407
2020
Q2 		$214K Sell
3,090
-267
-8% -$19K 0.02% 367
2020
Q1 		$211K Buy
3,357
+45
+1% +$3.25K 0.02% 415
2019
Q4 		$258K Buy
3,312
+279
+9% +$21.8K 0.02% 389
2019
Q3 		$222K Buy
+3,033
New +$213K 0.02% 384
2019
Q2 		– Sell
-3,246
Closed -$207K – 443
2019
Q1 		$207K Buy
+3,246
New +$185K 0.03% 386
2016
Q4 		– Sell
-6,774
Closed -$272K – 234
2016
Q3 		$272K Buy
+6,774
New +$255K 0.09% 167

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Buckingham Strategic Wealth's EW Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Edwards Lifesciences (EW) stake by 5.3% in Q2 2024, selling an estimated $91.9K and leaving 18,422 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #257.

Buckingham Strategic Wealth first reported a position in EW in Q3 2016 and has held it in 19 quarters since. The position peaked at $2.21M in Q2 2022. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Buckingham Strategic Wealth held 18,422 shares of Edwards Lifesciences worth $1.7M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,038 Edwards Lifesciences shares in Q2 2024, an estimated $91.9K.
  • Edwards Lifesciences made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #257 holding.
  • Buckingham Strategic Wealth first reported a position in Edwards Lifesciences in Q3 2016 and has held it in 19 quarters since.
  • Buckingham Strategic Wealth's Edwards Lifesciences position peaked at $2.21M in Q2 2022.
  • 1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.