CPG
EW icon

Custom Portfolio Group’s Edwards Lifesciences EW Stock Holding History

Custom Portfolio Group’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
Q2 		$11.6K Hold
126
– – 0.01% 167
2024
Q1 		$12K Hold
126
– – 0.01% 168
2023
Q4 		$9.61K Buy
+126
New +$8.77K 0.01% 168

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Custom Portfolio Group's EW Position: Q2 2024 in Review

Custom Portfolio Group held its Edwards Lifesciences (EW) position steady in Q2 2024 at 126 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #167.

Custom Portfolio Group first reported a position in EW in Q4 2023 and has held it in 3 quarters since. The position peaked at $12K in Q1 2024. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Custom Portfolio Group held 126 shares of Edwards Lifesciences worth $11.6K as of Q2 2024.
  • Custom Portfolio Group left its Edwards Lifesciences share count unchanged in Q2 2024.
  • Edwards Lifesciences made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #167 holding.
  • Custom Portfolio Group first reported a position in Edwards Lifesciences in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Edwards Lifesciences position peaked at $12K in Q1 2024.
  • 1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.