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Gofen & Glossberg’s Edwards Lifesciences EW Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$317K Buy
4,253
+53
+1% +$4.08K 0.01% 415
2022
Q3 		$347K Hold
4,200
– – 0.01% 385
2022
Q2 		$399K Hold
4,200
– – 0.01% 362
2022
Q1 		$494K Sell
4,200
-885
-17% -$99.3K 0.01% 350
2021
Q4 		$659K Sell
5,085
-346
-6% -$40.4K 0.01% 306
2021
Q3 		$615K Sell
5,431
-1,700
-24% -$194K 0.01% 305
2021
Q2 		$739K Sell
7,131
-1,029
-13% -$97K 0.02% 278
2021
Q1 		$683K Sell
8,160
-200
-2% -$16.9K 0.02% 285
2020
Q4 		$763K Sell
8,360
-586
-7% -$48.6K 0.02% 260
2020
Q3 		$714K Hold
8,946
– – 0.02% 249
2020
Q2 		$618K Buy
8,946
+1,650
+23% +$117K 0.02% 252
2020
Q1 		$459K Hold
7,296
– – 0.02% 277
2019
Q4 		$567K Sell
7,296
-231
-3% -$18K 0.02% 275
2019
Q3 		$552K Buy
7,527
+246
+3% +$17.3K 0.02% 274
2019
Q2 		$448K Buy
7,281
+264
+4% +$16K 0.02% 299
2019
Q1 		$448K Sell
7,017
-270
-4% -$15.4K 0.02% 294
2018
Q4 		$372K Buy
7,287
+1,272
+21% +$64.4K 0.01% 301
2018
Q3 		$349K Hold
6,015
– – 0.01% 342
2018
Q2 		$292K Hold
6,015
– – 0.01% 364
2018
Q1 		$280K Sell
6,015
-1,365
-18% -$59.3K 0.01% 377
2017
Q4 		$277K Hold
7,380
– – 0.01% 400
2017
Q3 		$269K Hold
7,380
– – 0.01% 402
2017
Q2 		$291K Hold
7,380
– – 0.01% 377
2017
Q1 		$231K Buy
+7,380
New +$231K 0.01% 410

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Gofen & Glossberg's EW Position: Q4 2022 in Review

Gofen & Glossberg increased its Edwards Lifesciences (EW) stake by 1.3% in Q4 2022, buying an estimated $4.08K and bringing the position to 4,253 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #415.

Gofen & Glossberg first reported a position in EW in Q1 2017 and has held it in 24 quarters since. The position peaked at $763K in Q4 2020. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Gofen & Glossberg held 4,253 shares of Edwards Lifesciences worth $317K as of Q4 2022.
  • Gofen & Glossberg bought 53 Edwards Lifesciences shares in Q4 2022, an estimated $4.08K.
  • Edwards Lifesciences made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #415 holding.
  • Gofen & Glossberg first reported a position in Edwards Lifesciences in Q1 2017 and has held it in 24 quarters since.
  • Gofen & Glossberg's Edwards Lifesciences position peaked at $763K in Q4 2020.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.