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Lake Street Advisors Group’s Edwards Lifesciences EW Stock Holding History

Lake Street Advisors 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 		$271K Buy
3,661
+552
+18% +$38.6K 0.01% 480
2024
Q3 		$205K Sell
3,109
-722
-19% -$52.5K 0.01% 558
2024
Q2 		$354K Buy
3,831
+258
+7% +$22.8K 0.02% 400
2024
Q1 		$341K Buy
3,573
+79
+2% +$6.64K 0.02% 428
2023
Q4 		$266K Buy
+3,494
New +$243K 0.01% 475
2021
Q3 		– Sell
-4,436
Closed -$496K – 296
2021
Q2 		$496K Sell
4,436
-39
-0.9% -$3.68K 0.04% 165
2021
Q1 		$374K Buy
4,475
+124
+3% +$10.5K 0.03% 196
2020
Q4 		$397K Sell
4,351
-31
-0.7% -$2.57K 0.03% 178
2020
Q3 		$350K Sell
4,382
-352
-7% -$27.5K 0.03% 182
2020
Q2 		$327K Sell
4,734
-9
-0.2% -$640 0.03% 185
2020
Q1 		$298K Buy
4,743
+33
+0.7% +$2.38K 0.04% 176
2019
Q4 		$366K Sell
4,710
-42
-0.9% -$3.28K 0.04% 150
2019
Q3 		$339K Buy
+4,752
New +$334K 0.04% 133
2019
Q2 		– Sell
-4,422
Closed -$282K – 237
2019
Q1 		$282K Sell
4,422
-15
-0.3% -$856 0.03% 162
2018
Q4 		$227K Buy
4,437
+936
+27% +$47.4K 0.03% 169
2018
Q3 		$203K Buy
+3,501
New +$171K 0.02% 201
2018
Q1 		– Sell
-5,340
Closed -$201K – 330
2017
Q4 		$201K Buy
+5,340
New +$196K 0.02% 308

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's EW Position: Q4 2024 in Review

Lake Street Advisors Group increased its Edwards Lifesciences (EW) stake by 18% in Q4 2024, buying an estimated $38.6K and bringing the position to 3,661 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #480.

Lake Street Advisors Group first reported a position in EW in Q4 2017 and has held it in 17 quarters since. The position peaked at $496K in Q2 2021. 1,227 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Lake Street Advisors Group held 3,661 shares of Edwards Lifesciences worth $271K as of Q4 2024.
  • Lake Street Advisors Group bought 552 Edwards Lifesciences shares in Q4 2024, an estimated $38.6K.
  • Edwards Lifesciences made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #480 holding.
  • Lake Street Advisors Group first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 17 quarters since.
  • Lake Street Advisors Group's Edwards Lifesciences position peaked at $496K in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.