Buffington Mohr McNeal’s Edwards Lifesciences EW Stock Holding History

Buffington Mohr McNeal’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
2025 Q1	$254K	Hold	3,500	–	–	0.05%	100
2024 Q4	$259K	Hold	3,500	–	–	0.04%	120
2024 Q3	$231K	Sell	3,500 -3,234	-48%	-$235K	0.04%	125
2024 Q2	$622K	Buy	6,734 +34	+0.5%	+$3.01K	0.11%	85
2024 Q1	$640K	Buy	6,700 +400	+6%	+$33.6K	0.12%	84
2023 Q4	$480K	Sell	6,300 -55	-0.9%	-$3.83K	0.1%	93
2023 Q3	$440K	Buy	6,355 +250	+4%	+$20.1K	0.1%	95
2023 Q2	$576K	Hold	6,105	–	–	0.12%	89
2023 Q1	$505K	Hold	6,105	–	–	0.12%	94
2022 Q4	$455K	Hold	6,105	–	–	0.11%	97
2022 Q3	$504K	Buy	6,105 +30	+0.5%	+$2.89K	0.12%	94
2022 Q2	$578K	Buy	6,075 +200	+3%	+$20.7K	0.13%	91
2022 Q1	$692K	Buy	5,875 +950	+19%	+$107K	0.13%	87
2021 Q4	$638K	Hold	4,925	–	–	0.11%	92
2021 Q3	$558K	Hold	4,925	–	–	0.11%	89
2021 Q2	$510K	Buy	4,925 +1,400	+40%	+$132K	0.1%	94
2021 Q1	$295K	Buy	+3,525	New	+$298K	0.06%	110

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Buffington Mohr McNeal's EW Position: Q1 2025 in Review

Buffington Mohr McNeal held its Edwards Lifesciences (EW) position steady in Q1 2025 at 3,500 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #100.

Buffington Mohr McNeal first reported a position in EW in Q1 2021 and has held it in 17 quarters since. The position peaked at $692K in Q1 2022. 1,205 funds tracked by Wall St. Rank hold EW as of Q1 2025.

Buffington Mohr McNeal held 3,500 shares of Edwards Lifesciences worth $254K as of Q1 2025.
Buffington Mohr McNeal left its Edwards Lifesciences share count unchanged in Q1 2025.
Edwards Lifesciences made up 0.05% of Buffington Mohr McNeal's portfolio in Q1 2025, its #100 holding.
Buffington Mohr McNeal first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 17 quarters since.
Buffington Mohr McNeal's Edwards Lifesciences position peaked at $692K in Q1 2022.
1,205 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.