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Eukles Asset Management’s Edwards Lifesciences EW Stock Holding History

Eukles Asset Management’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
Q1 		– Sell
-125
Closed -$9.53K – 241
2023
Q4 		$9.53K Hold
125
– – ﹤0.01% 151
2023
Q3 		$8.66K Hold
125
– – ﹤0.01% 156
2023
Q2 		$11.8K Hold
125
– – 0.01% 143
2023
Q1 		$10.3K Hold
125
– – 0.01% 143
2022
Q4 		$9K Buy
+125
New +$9.63K 0.01% 143

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Eukles Asset Management's EW Position: Q1 2024 in Review

Eukles Asset Management sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 125 shares — an estimated $9.53K sold.

Eukles Asset Management first reported a position in EW in Q4 2022 and held it in 5 quarters. The position peaked at $11.8K in Q2 2023. 1,282 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Eukles Asset Management reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Eukles Asset Management sold 125 Edwards Lifesciences shares in Q1 2024, an estimated $9.53K.
  • Eukles Asset Management first reported a position in Edwards Lifesciences in Q4 2022 and held it in 5 quarters.
  • Eukles Asset Management's Edwards Lifesciences position peaked at $11.8K in Q2 2023.
  • 1,282 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Eukles Asset Management's 13F filing for Q1 2024, filed 13 May 2024.