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Legacy Bridge’s Edwards Lifesciences EW Stock Holding History

Legacy Bridge’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
-3,741
Closed -$357K – 296
2024
Q1 		$357K Sell
3,741
-402
-10% -$33.8K 0.21% 109
2023
Q4 		$316K Hold
4,143
– – 0.2% 111
2023
Q3 		$287K Hold
4,143
– – 0.2% 116
2023
Q2 		$391K Sell
4,143
-780
-16% -$67.8K 0.26% 114
2023
Q1 		$407K Sell
4,923
-1,113
-18% -$87.5K 0.28% 110
2022
Q4 		$450K Buy
6,036
+44
+0.7% +$3.39K 0.32% 107
2022
Q3 		$495K Sell
5,992
-6,002
-50% -$578K 0.39% 92
2022
Q2 		$1.14M Sell
11,994
-25
-0.2% -$2.59K 0.84% 39
2022
Q1 		$1.42M Sell
12,019
-3,305
-22% -$371K 0.83% 44
2021
Q4 		$1.99M Sell
15,324
-214
-1% -$25K 1.03% 16
2021
Q3 		$1.76M Sell
15,538
-1,612
-9% -$184K 1.01% 14
2021
Q2 		$1.78M Sell
17,150
-470
-3% -$44.3K 1% 19
2021
Q1 		$1.47M Buy
17,620
+1,193
+7% +$101K 0.95% 30
2020
Q4 		$1.5M Buy
16,427
+750
+5% +$62.2K 1.09% 17
2020
Q3 		$1.25M Buy
15,677
+433
+3% +$33.8K 1.14% 18
2020
Q2 		$1.05M Sell
15,244
-1,163
-7% -$82.7K 1.16% 16
2020
Q1 		$1.03M Sell
16,407
-708
-4% -$51.1K 1.3% 6
2019
Q4 		$1.33M Buy
17,115
+1,935
+13% +$151K 1.11% 15
2019
Q3 		$1.11M Sell
15,180
-1,341
-8% -$94.2K 1.06% 16
2019
Q2 		$1.02M Buy
16,521
+300
+2% +$18.1K 0.98% 19
2019
Q1 		$1.03M Hold
16,221
– – 1.07% 11
2018
Q4 		$828K Buy
+16,221
New +$821K 1.02% 17

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Bridge's EW Position: Q2 2024 in Review

Legacy Bridge sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 3,741 shares — an estimated $357K sold.

Legacy Bridge first reported a position in EW in Q4 2018 and held it in 22 quarters. The position peaked at $1.99M in Q4 2021. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Legacy Bridge reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
  • Legacy Bridge sold 3,741 Edwards Lifesciences shares in Q2 2024, an estimated $357K.
  • Legacy Bridge first reported a position in Edwards Lifesciences in Q4 2018 and held it in 22 quarters.
  • Legacy Bridge's Edwards Lifesciences position peaked at $1.99M in Q4 2021.
  • 1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Legacy Bridge's 13F filing for Q2 2024, filed 6 Aug 2024.