Institutional & Family Asset Management’s Edwards Lifesciences EW Stock Holding History

Institutional & Family Asset Management’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 Q2	$125K	Hold	1,350	–	–	0.02%	173
2024 Q1	$129K	Hold	1,350	–	–	0.02%	165
2023 Q4	$103K	Hold	1,350	–	–	0.02%	187
2023 Q3	$93.5K	Hold	1,350	–	–	0.02%	182
2023 Q2	$127K	Hold	1,350	–	–	0.02%	162
2023 Q1	$112K	Hold	1,350	–	–	0.02%	168
2022 Q4	$101K	Hold	1,350	–	–	0.02%	172
2022 Q3	$112K	Hold	1,350	–	–	0.02%	162
2022 Q2	$128K	Hold	1,350	–	–	0.02%	157
2022 Q1	$159K	Hold	1,350	–	–	0.02%	161
2021 Q4	$175K	Hold	1,350	–	–	0.03%	164
2021 Q3	$153K	Hold	1,350	–	–	0.02%	201
2021 Q2	$140K	Hold	1,350	–	–	0.02%	203
2021 Q1	$113K	Hold	1,350	–	–	0.02%	252
2020 Q4	$123K	Hold	1,350	–	–	0.03%	232
2020 Q3	$108K	Hold	1,350	–	–	0.03%	221
2020 Q2	$93K	Hold	1,350	–	–	0.02%	244
2020 Q1	$85K	Hold	1,350	–	–	0.02%	224
2019 Q4	$105K	Hold	1,350	–	–	0.02%	224
2019 Q3	$99K	Hold	1,350	–	–	0.02%	216
2019 Q2	$83K	Hold	1,350	–	–	0.02%	251
2019 Q1	$86K	Hold	1,350	–	–	0.02%	262
2018 Q4	$69K	Hold	1,350	–	–	0.02%	280
2018 Q3	$78K	Hold	1,350	–	–	0.02%	302
2018 Q2	$66K	Hold	1,350	–	–	0.01%	325
2018 Q1	$63K	Buy	+1,350	New	+$58.6K	0.01%	305

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Institutional & Family Asset Management's EW Position: Q2 2024 in Review

Institutional & Family Asset Management held its Edwards Lifesciences (EW) position steady in Q2 2024 at 1,350 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #173.

Institutional & Family Asset Management first reported a position in EW in Q1 2018 and has held it in 26 quarters since. The position peaked at $175K in Q4 2021. 1,297 funds tracked by Wall St. Rank hold EW as of Q2 2024.

Institutional & Family Asset Management held 1,350 shares of Edwards Lifesciences worth $125K as of Q2 2024.
Institutional & Family Asset Management left its Edwards Lifesciences share count unchanged in Q2 2024.
Edwards Lifesciences made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #173 holding.
Institutional & Family Asset Management first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Edwards Lifesciences position peaked at $175K in Q4 2021.
1,297 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.