DI
EW icon

Disciplined Investments’s Edwards Lifesciences EW Stock Holding History

Disciplined 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
Q3 		– Sell
-16
Closed -$1.51K – 570
2023
Q2 		$1.51K Buy
16
+6
+60% +$521 ﹤0.01% 779
2023
Q1 		$827 Buy
10
+3
+43% +$236 ﹤0.01% 1044
2022
Q4 		$522 Sell
7
-5
-42% -$385 ﹤0.01% 1181
2022
Q3 		$1K Buy
12
+1
+9% +$96 ﹤0.01% 882
2022
Q2 		$1K Sell
11
-5
-31% -$518 ﹤0.01% 898
2022
Q1 		$2K Buy
+16
New +$1.79K ﹤0.01% 683
2020
Q1 		– Sell
-27
Closed -$2K – 436
2019
Q4 		$2K Buy
+27
New +$2.11K ﹤0.01% 383

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM