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Cedar Brook Financial Partners’s Edwards Lifesciences EW Stock Holding History

Cedar Brook Financial Partners’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
-3,064
Closed -$230K – 440
2023
Q4 		$230K Sell
3,064
-4,245
-58% -$295K 0.05% 353
2023
Q3 		$506K Buy
7,309
+16
+0.2% +$1.29K 0.13% 170
2023
Q2 		$688K Buy
7,293
+1,022
+16% +$88.8K 0.16% 137
2023
Q1 		$519K Sell
6,271
-20
-0.3% -$1.57K 0.13% 176
2022
Q4 		$469K Sell
6,291
-26
-0.4% -$2K 0.13% 185
2022
Q3 		$522K Sell
6,317
-65
-1% -$6.25K 0.17% 158
2022
Q2 		$607K Buy
6,382
+593
+10% +$61.4K 0.19% 136
2022
Q1 		$681K Buy
5,789
+6
+0.1% +$673 0.18% 143
2021
Q4 		$749K Buy
5,783
+15
+0.3% +$1.75K 0.19% 128
2021
Q3 		$653K Sell
5,768
-15
-0.3% -$1.71K 0.2% 128
2021
Q2 		$599K Sell
5,783
-58
-1% -$5.47K 0.17% 148
2021
Q1 		$489K Sell
5,841
-837
-13% -$70.8K 0.17% 147
2020
Q4 		$609K Sell
6,678
-1,026
-13% -$85.1K 0.22% 116
2020
Q3 		$615K Buy
7,704
+40
+0.5% +$3.12K 0.24% 118
2020
Q2 		$530K Buy
7,664
+77
+1% +$5.47K 0.24% 122
2020
Q1 		$477K Buy
7,587
+171
+2% +$12.3K 0.26% 112
2019
Q4 		$577K Buy
7,416
+87
+1% +$6.79K 0.25% 118
2019
Q3 		$537K Buy
7,329
+156
+2% +$11K 0.24% 135
2019
Q2 		$442K Buy
7,173
+57
+0.8% +$3.45K 0.2% 159
2019
Q1 		$454K Buy
7,116
+2,142
+43% +$122K 0.22% 146
2018
Q4 		$254K Buy
+4,974
New +$252K 0.15% 186

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Cedar Brook Financial Partners's EW Position: Q1 2024 in Review

Cedar Brook Financial Partners sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 3,064 shares — an estimated $230K sold.

Cedar Brook Financial Partners first reported a position in EW in Q4 2018 and held it in 21 quarters. The position peaked at $749K in Q4 2021. 1,282 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Cedar Brook Financial Partners reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,064 Edwards Lifesciences shares in Q1 2024, an estimated $230K.
  • Cedar Brook Financial Partners first reported a position in Edwards Lifesciences in Q4 2018 and held it in 21 quarters.
  • Cedar Brook Financial Partners's Edwards Lifesciences position peaked at $749K in Q4 2021.
  • 1,282 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2024, filed 17 Apr 2024.