Investment Research & Advisory Group’s Edwards Lifesciences EW Stock Holding History

Investment Research & Advisory 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
2024 Q4	–	Sell	-600	Closed	-$39.6K	–	214
2024 Q3	$39.6K	Hold	600	–	–	0.02%	107
2024 Q2	$55.4K	Hold	600	–	–	0.02%	94
2024 Q1	$57.3K	Hold	600	–	–	0.03%	96
2023 Q4	$45.8K	Hold	600	–	–	0.02%	99
2023 Q3	$41.6K	Hold	600	–	–	0.02%	101
2023 Q2	$56.6K	Hold	600	–	–	0.03%	96
2023 Q1	$49.6K	Hold	600	–	–	0.03%	94
2022 Q4	$44.8K	Hold	600	–	–	0.03%	97
2022 Q3	$50K	Hold	600	–	–	0.04%	93
2022 Q2	$57K	Hold	600	–	–	0.04%	92
2022 Q1	$71K	Hold	600	–	–	0.04%	98
2021 Q4	$78K	Hold	600	–	–	0.05%	97
2021 Q3	$68K	Hold	600	–	–	0.04%	93
2021 Q2	$62K	Hold	600	–	–	0.04%	99
2021 Q1	$50K	Hold	600	–	–	0.04%	99
2020 Q4	$55K	Hold	600	–	–	0.04%	93
2020 Q3	$48K	Hold	600	–	–	0.04%	97
2020 Q2	$41K	Hold	600	–	–	0.04%	98
2020 Q1	$38K	Hold	600	–	–	0.04%	93
2019 Q4	$47K	Buy	+600	New	+$46.9K	0.04%	104

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Investment Research & Advisory Group's EW Position: Q4 2024 in Review

Investment Research & Advisory Group sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 600 shares — an estimated $39.6K sold.

Investment Research & Advisory Group first reported a position in EW in Q4 2019 and held it in 20 quarters. The position peaked at $78K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Investment Research & Advisory Group reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
Investment Research & Advisory Group sold 600 Edwards Lifesciences shares in Q4 2024, an estimated $39.6K.
Investment Research & Advisory Group first reported a position in Edwards Lifesciences in Q4 2019 and held it in 20 quarters.
Investment Research & Advisory Group's Edwards Lifesciences position peaked at $78K in Q4 2021.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Investment Research & Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.