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Leelyn Smith’s Edwards Lifesciences EW Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-704
Closed -$52.5K – 206
2022
Q4 		$52.5K Buy
704
+163
+30% +$12.6K 0.01% 177
2022
Q3 		$45K Sell
541
-378
-41% -$36.4K 0.02% 160
2022
Q2 		$87K Hold
919
– – 0.02% 165
2022
Q1 		$108K Sell
919
-135
-13% -$15.1K 0.03% 155
2021
Q4 		$137K Sell
1,054
-50
-5% -$5.83K 0.04% 140
2021
Q3 		$125K Sell
1,104
-145
-12% -$16.6K 0.04% 142
2021
Q2 		$129K Sell
1,249
-40
-3% -$3.77K 0.04% 141
2021
Q1 		$108K Hold
1,289
– – 0.03% 161
2020
Q4 		$118K Sell
1,289
-295
-19% -$24.5K 0.04% 150
2020
Q3 		$126K Hold
1,584
– – 0.04% 145
2020
Q2 		$109K Hold
1,584
– – 0.04% 148
2020
Q1 		$100K Buy
1,584
+1,413
+826% +$102K 0.05% 136
2019
Q4 		$13 Buy
+171
New +$13.4K 0.01% 247

Other funds holding EW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM