Lee Financial’s Edwards Lifesciences EW Stock Holding History

Lee 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
2023 Q4	–	Sell	-18	Closed	-$1.25K	–	877
2023 Q3	$1.25K	Hold	18	–	–	﹤0.01%	758
2023 Q2	$1.7K	Buy	+18	New	+$1.56K	﹤0.01%	684
2022 Q4	–	Sell	-7	Closed	-$1K	–	949
2022 Q3	$1K	Sell	7 -271	-97%	-$26.1K	﹤0.01%	754
2022 Q2	$26K	Sell	278 -13	-4%	-$1.35K	﹤0.01%	303
2022 Q1	$34K	Buy	291 +22	+8%	+$2.47K	0.01%	275
2021 Q4	$35K	Buy	269 +5	+2%	+$583	0.01%	292
2021 Q3	$30K	Hold	264	–	–	0.01%	277
2021 Q2	$27K	Hold	264	–	–	0.01%	284
2021 Q1	$22K	Hold	264	–	–	0.01%	295
2020 Q4	$24K	Hold	264	–	–	0.01%	266
2020 Q3	$21K	Hold	264	–	–	0.01%	303
2020 Q2	$18K	Hold	264	–	–	0.01%	287
2020 Q1	$17K	Hold	264	–	–	0.01%	240
2019 Q4	$21K	Hold	264	–	–	﹤0.01%	251
2019 Q3	$19K	Hold	264	–	–	﹤0.01%	255
2019 Q2	$16K	Hold	264	–	–	﹤0.01%	285
2019 Q1	$17K	Hold	264	–	–	﹤0.01%	267
2018 Q4	$13K	Hold	264	–	–	﹤0.01%	253
2018 Q3	$15K	Hold	264	–	–	﹤0.01%	277
2018 Q2	$13K	Hold	264	–	–	﹤0.01%	429
2018 Q1	$12K	Hold	264	–	–	﹤0.01%	437
2017 Q4	$10K	Hold	264	–	–	﹤0.01%	322
2017 Q3	$10K	Hold	264	–	–	﹤0.01%	329
2017 Q2	$10K	Hold	264	–	–	﹤0.01%	316
2017 Q1	$8K	Hold	264	–	–	﹤0.01%	306
2016 Q4	$8K	Buy	+264	New	+$8.55K	﹤0.01%	320

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 $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lee Financial's EW Position: Q4 2023 in Review

Lee Financial sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 18 shares — an estimated $1.25K sold.

Lee Financial first reported a position in EW in Q4 2016 and held it in 26 quarters. The position peaked at $35K in Q4 2021. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

Lee Financial reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 18 Edwards Lifesciences shares in Q4 2023, an estimated $1.25K.
Lee Financial first reported a position in Edwards Lifesciences in Q4 2016 and held it in 26 quarters.
Lee Financial's Edwards Lifesciences position peaked at $35K in Q4 2021.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.