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M Holdings Securities’s Edwards Lifesciences EW Stock Holding History

M Holdings Securities’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
-5,125
Closed -$473K – 175
2024
Q2 		$473K Buy
+5,125
New +$454K 0.06% 172
2023
Q2 		– Sell
-2,439
Closed -$201K – 286
2023
Q1 		$201K Buy
+2,439
New +$192K 0.02% 437
2022
Q3 		– Sell
-2,349
Closed -$223K – 440
2022
Q2 		$223K Sell
2,349
-84
-3% -$8.7K 0.02% 390
2022
Q1 		$286K Buy
+2,433
New +$273K 0.02% 401
2019
Q2 		– Sell
-9,402
Closed -$600K – 218
2019
Q1 		$600K Sell
9,402
-2,397
-20% -$137K 0.14% 181
2018
Q4 		$602K Sell
11,799
-1,350
-10% -$68.3K 0.19% 147
2018
Q3 		$763K Buy
13,149
+954
+8% +$46.7K 0.2% 138
2018
Q2 		$592K Sell
12,195
-711
-6% -$33.2K 0.16% 169
2018
Q1 		$600K Buy
12,906
+120
+0.9% +$5.21K 0.18% 159
2017
Q4 		$480K Sell
12,786
-711
-5% -$26.1K 0.14% 182
2017
Q3 		$492K Sell
13,497
-108
-0.8% -$4.12K 0.16% 184
2017
Q2 		$536K Buy
13,605
+1,209
+10% +$44.1K 0.18% 155
2017
Q1 		$389K Buy
12,396
+186
+2% +$5.82K 0.15% 173
2016
Q4 		$381K Buy
+12,210
New +$396K 0.13% 166

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

M Holdings Securities's EW Position: Q3 2024 in Review

M Holdings Securities sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 5,125 shares — an estimated $473K sold.

M Holdings Securities first reported a position in EW in Q4 2016 and held it in 14 quarters. The position peaked at $763K in Q3 2018. 1,195 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • M Holdings Securities reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 5,125 Edwards Lifesciences shares in Q3 2024, an estimated $473K.
  • M Holdings Securities first reported a position in Edwards Lifesciences in Q4 2016 and held it in 14 quarters.
  • M Holdings Securities's Edwards Lifesciences position peaked at $763K in Q3 2018.
  • 1,195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.