Jeppson Wealth Management’s Edwards Lifesciences EW Stock Holding History

Jeppson Wealth 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 Q3	–	Sell	-2,183	Closed	-$202K	–	208
2024 Q2	$202K	Sell	2,183 -10	-0.5%	-$886	0.08%	193
2024 Q1	$210K	Buy	+2,193	New	+$184K	0.08%	192
2023 Q3	–	Sell	-2,313	Closed	-$218K	–	189
2023 Q2	$218K	Buy	+2,313	New	+$201K	0.09%	176
2022 Q3	–	Sell	-2,442	Closed	-$232K	–	198
2022 Q2	$232K	Buy	2,442 +100	+4%	+$10.4K	0.1%	161
2022 Q1	$275K	Buy	2,342 +46	+2%	+$5.16K	0.13%	135
2021 Q4	$297K	Sell	2,296 -75	-3%	-$8.75K	0.14%	124
2021 Q3	$268K	Hold	2,371	–	–	0.14%	124
2021 Q2	$245K	Buy	+2,371	New	+$223K	0.13%	131
2021 Q1	–	Sell	-2,421	Closed	-$221K	–	140
2020 Q4	$221K	Buy	2,421 +50	+2%	+$4.15K	0.15%	123
2020 Q3	$189K	Buy	+2,371	New	+$185K	0.15%	116

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 $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Jeppson Wealth Management's EW Position: Q3 2024 in Review

Jeppson Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,183 shares — an estimated $202K sold.

Jeppson Wealth Management first reported a position in EW in Q3 2020 and held it in 10 quarters. The position peaked at $297K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

Jeppson Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
Jeppson Wealth Management sold 2,183 Edwards Lifesciences shares in Q3 2024, an estimated $202K.
Jeppson Wealth Management first reported a position in Edwards Lifesciences in Q3 2020 and held it in 10 quarters.
Jeppson Wealth Management's Edwards Lifesciences position peaked at $297K in Q4 2021.
1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Jeppson Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.