LeJeune Puetz Investment Counsel’s Edwards Lifesciences EW Stock Holding History

LeJeune Puetz Investment Counsel’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	$189K	Hold	2,280	–	–	0.07%	162
2022 Q4	$170K	Hold	2,280	–	–	0.06%	160
2022 Q3	$188K	Hold	2,280	–	–	0.08%	153
2022 Q2	$216K	Hold	2,280	–	–	0.08%	145
2022 Q1	$268K	Hold	2,280	–	–	0.09%	141
2021 Q4	$295K	Hold	2,280	–	–	0.1%	134
2021 Q3	$258K	Sell	2,280 -1,875	-45%	-$214K	0.09%	139
2021 Q2	$430K	Hold	4,155	–	–	0.16%	116
2021 Q1	$348K	Hold	4,155	–	–	0.14%	122
2020 Q4	$379K	Sell	4,155 -345	-8%	-$28.6K	0.16%	114
2020 Q3	$359K	Hold	4,500	–	–	0.18%	111
2020 Q2	$311K	Hold	4,500	–	–	0.16%	113
2020 Q1	$283K	Hold	4,500	–	–	0.17%	115
2019 Q4	$350K	Sell	4,500 -1,800	-29%	-$141K	0.16%	116
2019 Q3	$462K	Hold	6,300	–	–	0.23%	103
2019 Q2	$388K	Hold	6,300	–	–	0.2%	106
2019 Q1	$402K	Hold	6,300	–	–	0.22%	105
2018 Q4	$322K	Hold	6,300	–	–	0.2%	108
2018 Q3	$362K	Hold	6,300	–	–	0.21%	105
2018 Q2	$306K	Buy	+6,300	New	+$294K	0.19%	113

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LeJeune Puetz Investment Counsel's EW Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel held its Edwards Lifesciences (EW) position steady in Q1 2023 at 2,280 shares worth $189K. The position accounts for 0.07% of the portfolio, ranked #162.

LeJeune Puetz Investment Counsel first reported a position in EW in Q2 2018 and has held it in 20 quarters since. The position peaked at $462K in Q3 2019. 1,246 funds tracked by Wall St. Rank hold EW as of Q1 2023.

LeJeune Puetz Investment Counsel held 2,280 shares of Edwards Lifesciences worth $189K as of Q1 2023.
LeJeune Puetz Investment Counsel left its Edwards Lifesciences share count unchanged in Q1 2023.
Edwards Lifesciences made up 0.07% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #162 holding.
LeJeune Puetz Investment Counsel first reported a position in Edwards Lifesciences in Q2 2018 and has held it in 20 quarters since.
LeJeune Puetz Investment Counsel's Edwards Lifesciences position peaked at $462K in Q3 2019.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.