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DFPG Investments’s Edwards Lifesciences EW Stock Holding History

DFPG Investments’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
2023
Q4 		$1.83M Buy
25,018
+1,738
+7% +$121K 0.14% 153
2023
Q3 		$1.51M Buy
23,280
+12,679
+120% +$1.02M 0.14% 156
2023
Q2 		$971K Buy
10,601
+4,516
+74% +$393K 0.09% 225
2023
Q1 		$503K Buy
+6,085
New +$478K 0.05% 341

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

DFPG Investments's EW Position: Q4 2023 in Review

DFPG Investments increased its Edwards Lifesciences (EW) stake by 7.5% in Q4 2023, buying an estimated $121K and bringing the position to 25,018 shares worth $1.83M. The position accounts for 0.14% of the portfolio, ranked #153.

DFPG Investments first reported a position in EW in Q1 2023 and has held it in 4 quarters since. 1,244 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • DFPG Investments held 25,018 shares of Edwards Lifesciences worth $1.83M as of Q4 2023.
  • DFPG Investments bought 1,738 Edwards Lifesciences shares in Q4 2023, an estimated $121K.
  • Edwards Lifesciences made up 0.14% of DFPG Investments's portfolio in Q4 2023, its #153 holding.
  • DFPG Investments first reported a position in Edwards Lifesciences in Q1 2023 and has held it in 4 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.