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Lantz Financial’s Edwards Lifesciences EW Stock Holding History

Lantz Financial’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
-3,236
Closed -$299K – 235
2024
Q2 		$299K Buy
3,236
+654
+25% +$57.9K 0.09% 169
2024
Q1 		$247K Buy
+2,582
New +$217K 0.08% 181

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lantz Financial's EW Position: Q3 2024 in Review

Lantz Financial sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 3,236 shares — an estimated $299K sold.

Lantz Financial first reported a position in EW in Q1 2024 and held it in 2 quarters. The position peaked at $299K in Q2 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Lantz Financial reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Lantz Financial sold 3,236 Edwards Lifesciences shares in Q3 2024, an estimated $299K.
  • Lantz Financial first reported a position in Edwards Lifesciences in Q1 2024 and held it in 2 quarters.
  • Lantz Financial's Edwards Lifesciences position peaked at $299K in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Lantz Financial's 13F filing for Q3 2024, filed 15 Oct 2024.