Householder Group Estate & Retirement Specialist’s Edwards Lifesciences EW Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-65	Closed	-$4K	–	742
2024 Q3	$4K	Hold	65	–	–	﹤0.01%	955
2024 Q2	$6K	Sell	65 -225	-78%	-$19.9K	﹤0.01%	907
2024 Q1	$27.7K	Hold	290	–	–	0.01%	589
2023 Q4	$22K	Hold	290	–	–	0.01%	623
2023 Q3	$20.1K	Buy	+290	New	+$23.3K	0.01%	645
2023 Q1	$24K	Sell	290 -9	-3%	-$707	0.01%	602
2022 Q4	$22K	Hold	299	–	–	0.03%	161
2022 Q3	$24K	Buy	+299	New	+$28.8K	0.01%	538

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's EW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 65 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in EW in Q3 2022 and held it in 8 quarters. The position peaked at $27.7K in Q1 2024. 1,227 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 65 Edwards Lifesciences shares in Q4 2024, an estimated $4K.
Householder Group Estate & Retirement Specialist first reported a position in Edwards Lifesciences in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Edwards Lifesciences position peaked at $27.7K in Q1 2024.
1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.