Burleson & Co’s Edwards Lifesciences EW Stock Holding History

Burleson & 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
2022 Q4	–	Sell	-24	Closed	-$2K	–	431
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	346
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	340
2022 Q1	$3K	Buy	+24	New	+$2.69K	﹤0.01%	321

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

Burleson & Co's EW Position: Q4 2022 in Review

Burleson & Co sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 24 shares — an estimated $2K sold.

Burleson & Co first reported a position in EW in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Burleson & Co reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
Burleson & Co sold 24 Edwards Lifesciences shares in Q4 2022, an estimated $2K.
Burleson & Co first reported a position in Edwards Lifesciences in Q1 2022 and held it in 3 quarters.
Burleson & Co's Edwards Lifesciences position peaked at $3K in Q1 2022.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.