Crewe Advisors’s Edwards Lifesciences EW Stock Holding History

Crewe 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
2025 Q2	–	Sell	-4	Closed	-$290	–	772
2025 Q1	$290	Buy	+4	New	+$286	﹤0.01%	675
2024 Q4	–	Sell	-290	Closed	-$19.1K	–	701
2024 Q3	$19.1K	Hold	290	–	–	﹤0.01%	412
2024 Q2	$26.8K	Hold	290	–	–	﹤0.01%	496
2024 Q1	$27.7K	Buy	+290	New	+$24.4K	﹤0.01%	447
2023 Q2	–	Sell	-108	Closed	-$8.94K	–	922
2023 Q1	$8.94K	Sell	108 -121	-53%	-$9.51K	﹤0.01%	570
2022 Q4	$17.1K	Sell	229 -144	-39%	-$11.1K	﹤0.01%	450
2022 Q3	$31K	Buy	373 +76	+26%	+$7.31K	0.01%	385
2022 Q2	$28K	Buy	+297	New	+$30.7K	0.01%	363
2021 Q4	–	Sell	-30	Closed	-$3K	–	422
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	330
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	369
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	393
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	382
2020 Q3	$2K	Buy	+30	New	+$2.34K	﹤0.01%	499

Other funds holding EW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return