GW
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GW & Wade’s Edwards Lifesciences EW Stock Holding History

GW & Wade’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
Q4 		$1.34M Sell
17,544
-10
-0.1% -$696 0.04% 199
2023
Q3 		$1.22M Sell
17,554
-1,786
-9% -$144K 0.05% 197
2023
Q2 		$1.82M Sell
19,340
-80
-0.4% -$6.95K 0.07% 171
2023
Q1 		$1.61M Sell
19,420
-350
-2% -$27.5K 0.06% 171
2022
Q4 		$1.48M Buy
19,770
+4,516
+30% +$348K 0.06% 168
2022
Q3 		$1.26M Buy
15,254
+650
+4% +$62.5K 0.06% 166
2022
Q2 		$1.39M Buy
14,604
+350
+2% +$36.2K 0.06% 164
2022
Q1 		$1.68M Buy
14,254
+127
+0.9% +$14.2K 0.07% 149
2021
Q4 		$1.83M Buy
14,127
+366
+3% +$42.7K 0.08% 143
2021
Q3 		$1.56M Buy
13,761
+98
+0.7% +$11.2K 0.07% 153
2021
Q2 		$1.42M Sell
13,663
-30
-0.2% -$2.83K 0.07% 156
2021
Q1 		$1.15M Buy
13,693
+8,243
+151% +$697K 0.06% 159
2020
Q4 		$497K Buy
+5,450
New +$452K 0.03% 193

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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GW & Wade's EW Position: Q4 2023 in Review

GW & Wade reduced its Edwards Lifesciences (EW) stake by 0.06% in Q4 2023, selling an estimated $696 and leaving 17,544 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #199.

GW & Wade first reported a position in EW in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.83M in Q4 2021. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • GW & Wade held 17,544 shares of Edwards Lifesciences worth $1.34M as of Q4 2023.
  • GW & Wade sold 10 Edwards Lifesciences shares in Q4 2023, an estimated $696.
  • Edwards Lifesciences made up 0.04% of GW & Wade's portfolio in Q4 2023, its #199 holding.
  • GW & Wade first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 13 quarters since.
  • GW & Wade's Edwards Lifesciences position peaked at $1.83M in Q4 2021.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.