Claris Advisors’s Edwards Lifesciences EW Stock Holding History

Claris Advisors’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 Q4	–	Sell	-407	Closed	-$26.9K	–	415
2024 Q3	$26.9K	Buy	+407	New	+$29.6K	0.01%	166

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Claris Advisors's EW Position: Q4 2024 in Review

Claris Advisors sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 407 shares — an estimated $26.9K sold.

Claris Advisors first reported a position in EW in Q3 2024 and held it in 1 quarter. The position peaked at $26.9K in Q3 2024. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Claris Advisors reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 407 Edwards Lifesciences shares in Q4 2024, an estimated $26.9K.
Claris Advisors first reported a position in Edwards Lifesciences in Q3 2024 and held it in 1 quarter.
Claris Advisors's Edwards Lifesciences position peaked at $26.9K in Q3 2024.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.