Financial Insights’s Edwards Lifesciences EW Stock Holding History

Financial Insights’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 Q4	–	Sell	-3,688	Closed	-$243K	–	120
2024 Q3	$243K	Sell	3,688 -3,664	-50%	-$266K	0.08%	131
2024 Q2	$679K	Sell	7,352 -1,987	-21%	-$176K	0.19%	77
2024 Q1	$892K	Sell	9,339 -1,673	-15%	-$141K	0.25%	73
2023 Q4	$840K	Sell	11,012 -1,505	-12%	-$105K	0.26%	70
2023 Q3	$798K	Buy	12,517 +4,213	+51%	+$339K	0.28%	67
2023 Q2	$783K	Buy	8,304 +2,366	+40%	+$206K	0.29%	63
2023 Q1	$491K	Buy	+5,938	New	+$467K	0.2%	85

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Insights's EW Position: Q4 2024 in Review

Financial Insights sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 3,688 shares — an estimated $243K sold.

Financial Insights first reported a position in EW in Q1 2023 and held it in 7 quarters. The position peaked at $892K in Q1 2024. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Financial Insights reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
Financial Insights sold 3,688 Edwards Lifesciences shares in Q4 2024, an estimated $243K.
Financial Insights first reported a position in Edwards Lifesciences in Q1 2023 and held it in 7 quarters.
Financial Insights's Edwards Lifesciences position peaked at $892K in Q1 2024.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.