Geller Advisors’s Edwards Lifesciences EW Stock Holding History

Geller Advisors’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	$225K	Sell	3,046 -500	-14%	-$35K	0.01%	238
2024 Q3	$234K	Buy	3,546 +233	+7%	+$16.9K	0.02%	236
2024 Q2	$306K	Buy	3,313 +120	+4%	+$10.6K	0.02%	203
2024 Q1	$305K	Sell	3,193 -41	-1%	-$3.44K	0.02%	205
2023 Q4	$247K	Buy	3,234 +343	+12%	+$23.9K	0.02%	234
2023 Q3	$200K	Sell	2,891 -2,756	-49%	-$221K	0.02%	246
2023 Q2	$533K	Buy	5,647 +3,162	+127%	+$275K	0.07%	105
2023 Q1	$206K	Buy	+2,485	New	+$195K	0.03%	174
2022 Q2	–	Sell	-1,965	Closed	-$231K	–	143
2022 Q1	$231K	Buy	1,965 +120	+7%	+$13.5K	0.04%	142
2021 Q4	$239K	Buy	1,845 +2	+0.1%	+$233	0.05%	144
2021 Q3	$209K	Sell	1,843 -121	-6%	-$13.8K	0.05%	152
2021 Q2	$203K	Buy	+1,964	New	+$185K	0.04%	139
2019 Q4	–	Sell	-3,150	Closed	-$231K	–	66
2019 Q3	$231K	Buy	+3,150	New	+$221K	0.08%	59

Other funds holding EW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geller Advisors's EW Position: Q4 2024 in Review

Geller Advisors reduced its Edwards Lifesciences (EW) stake by 14% in Q4 2024, selling an estimated $35K and leaving 3,046 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #238.

Geller Advisors first reported a position in EW in Q3 2019 and has held it in 13 quarters since. The position peaked at $533K in Q2 2023. 1,226 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Geller Advisors held 3,046 shares of Edwards Lifesciences worth $225K as of Q4 2024.
Geller Advisors sold 500 Edwards Lifesciences shares in Q4 2024, an estimated $35K.
Edwards Lifesciences made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #238 holding.
Geller Advisors first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 13 quarters since.
Geller Advisors's Edwards Lifesciences position peaked at $533K in Q2 2023.
1,226 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.