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HeadInvest LLC’s Edwards Lifesciences EW Stock Holding History

HeadInvest LLC’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
Q3 		– Sell
-2,300
Closed -$212K – 243
2024
Q2 		$212K Hold
2,300
– – 0.04% 218
2024
Q1 		$220K Buy
+2,300
New +$193K 0.04% 223
2023
Q4 		– Sell
-2,300
Closed -$159K – 370
2023
Q3 		$159K Buy
+2,300
New +$185K 0.03% 238
2022
Q4 		– Sell
-2,547
Closed -$210K – 222
2022
Q3 		$210K Buy
2,547
+40
+2% +$3.85K 0.05% 207
2022
Q2 		$238K Hold
2,507
– – 0.05% 199
2022
Q1 		$295K Sell
2,507
-48
-2% -$5.38K 0.06% 191
2021
Q4 		$331K Buy
2,555
+38
+2% +$4.43K 0.06% 184
2021
Q3 		$285K Sell
2,517
-61
-2% -$6.96K 0.05% 192
2021
Q2 		$267K Buy
2,578
+103
+4% +$9.71K 0.05% 197
2021
Q1 		$207K Buy
+2,475
New +$209K 0.04% 209

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return