HFG
EW icon

Heron Financial Group’s Edwards Lifesciences EW Stock Holding History

Heron Financial Group’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
Q2 		$923K Buy
9,786
+220
+2% +$19.1K 0.5% 45
2023
Q1 		$791K Buy
9,566
+602
+7% +$47.3K 0.44% 50
2022
Q4 		$674K Sell
8,964
-105
-1% -$8.09K 0.45% 50
2022
Q3 		$749K Buy
9,069
+45
+0.5% +$4.33K 0.46% 45
2022
Q2 		$858K Sell
9,024
-1,060
-11% -$110K 0.52% 41
2022
Q1 		$1.19M Buy
10,084
+324
+3% +$36.3K 0.62% 36
2021
Q4 		$1.06M Sell
9,760
-20
-0.2% -$2.33K 0.57% 40
2021
Q3 		$1.11M Sell
9,780
-20
-0.2% -$2.28K 0.62% 36
2021
Q2 		$1.01M Buy
9,800
+360
+4% +$33.9K 0.58% 40
2021
Q1 		$791K Hold
9,440
– – 0.48% 47
2020
Q4 		$844K Sell
9,440
-375
-4% -$31.1K 0.58% 42
2020
Q3 		$787K Sell
9,815
-13
-0.1% -$1.01K 0.63% 42
2020
Q2 		$667K Sell
9,828
-435
-4% -$30.9K 0.6% 40
2020
Q1 		$739K Sell
10,263
-687
-6% -$49.5K 0.76% 33
2019
Q4 		$844K Buy
+10,950
New +$855K 0.7% 36

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Heron Financial Group's EW Position: Q2 2023 in Review

Heron Financial Group increased its Edwards Lifesciences (EW) stake by 2.3% in Q2 2023, buying an estimated $19.1K and bringing the position to 9,786 shares worth $923K. The position accounts for 0.5% of the portfolio, ranked #45.

Heron Financial Group first reported a position in EW in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2022. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

  • Heron Financial Group held 9,786 shares of Edwards Lifesciences worth $923K as of Q2 2023.
  • Heron Financial Group bought 220 Edwards Lifesciences shares in Q2 2023, an estimated $19.1K.
  • Edwards Lifesciences made up 0.5% of Heron Financial Group's portfolio in Q2 2023, its #45 holding.
  • Heron Financial Group first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 15 quarters since.
  • Heron Financial Group's Edwards Lifesciences position peaked at $1.19M in Q1 2022.
  • 1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.