Kelly Financial Services’s Edwards Lifesciences EW Stock Holding History

Kelly Financial Services’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	–	Sell	-137	Closed	-$13.1K	–	811
2024 Q1	$13.1K	Buy	137 +125	+1,042%	+$10.5K	0.01%	384
2023 Q4	$915	Hold	12	–	–	﹤0.01%	658
2023 Q3	$831	Hold	12	–	–	﹤0.01%	645
2023 Q2	$1.13K	Hold	12	–	–	﹤0.01%	593
2023 Q1	$993	Sell	12 -12	-50%	-$943	﹤0.01%	591
2022 Q4	$1.79K	Hold	24	–	–	﹤0.01%	517
2022 Q3	$1.98K	Hold	24	–	–	﹤0.01%	508
2022 Q2	$2.28K	Hold	24	–	–	﹤0.01%	485
2022 Q1	$2.83K	Hold	24	–	–	﹤0.01%	493
2021 Q4	$3.11K	Sell	24 -23	-49%	-$2.68K	﹤0.01%	491
2021 Q3	$5.32K	Hold	47	–	–	﹤0.01%	408
2021 Q2	$4.87K	Hold	47	–	–	﹤0.01%	422
2021 Q1	$3.93K	Buy	47 +14	+42%	+$1.18K	﹤0.01%	436
2020 Q4	$3.01K	Hold	33	–	–	﹤0.01%	426
2020 Q3	$2.63K	Hold	33	–	–	﹤0.01%	407
2020 Q2	$2.28K	Hold	33	–	–	﹤0.01%	416
2020 Q1	$2.08K	Buy	+33	New	+$2.38K	﹤0.01%	386

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 $3.37T AUM 44.26% 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

Kelly Financial Services's EW Position: Q2 2024 in Review

Kelly Financial Services sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 137 shares — an estimated $13.1K sold.

Kelly Financial Services first reported a position in EW in Q1 2020 and held it in 17 quarters. The position peaked at $13.1K in Q1 2024. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

Kelly Financial Services reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
Kelly Financial Services sold 137 Edwards Lifesciences shares in Q2 2024, an estimated $13.1K.
Kelly Financial Services first reported a position in Edwards Lifesciences in Q1 2020 and held it in 17 quarters.
Kelly Financial Services's Edwards Lifesciences position peaked at $13.1K in Q1 2024.
1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.