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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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HeadInvest LLC's EW Position: Q3 2024 in Review

HeadInvest LLC sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,300 shares — an estimated $212K sold.

HeadInvest LLC first reported a position in EW in Q1 2021 and held it in 10 quarters. The position peaked at $331K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • HeadInvest LLC reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • HeadInvest LLC sold 2,300 Edwards Lifesciences shares in Q3 2024, an estimated $212K.
  • HeadInvest LLC first reported a position in Edwards Lifesciences in Q1 2021 and held it in 10 quarters.
  • HeadInvest LLC's Edwards Lifesciences position peaked at $331K in Q4 2021.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on HeadInvest LLC's 13F filing for Q3 2024, filed 15 Nov 2024.