Marshall Financial Group (Maryland)’s Edwards Lifesciences EW Stock Holding History

Marshall Financial Group (Maryland)’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	-10,338	Closed	-$771K	–	181
2022 Q4	$771K	Buy	10,338 +2,130	+26%	+$164K	0.3%	112
2022 Q3	$678K	Buy	8,208 +17	+0.2%	+$1.64K	0.29%	114
2022 Q2	$779K	Sell	8,191 -498	-6%	-$51.6K	0.31%	108
2022 Q1	$1.02M	Sell	8,689 -101	-1%	-$11.3K	0.42%	87
2021 Q4	$1.14M	Buy	8,790 +230	+3%	+$26.8K	0.42%	79
2021 Q3	$969K	Buy	8,560 +404	+5%	+$46.1K	0.5%	60
2021 Q2	$845K	Buy	+8,156	New	+$769K	0.46%	70

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

Marshall Financial Group (Maryland)'s EW Position: Q1 2023 in Review

Marshall Financial Group (Maryland) sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 10,338 shares — an estimated $771K sold.

Marshall Financial Group (Maryland) first reported a position in EW in Q2 2021 and held it in 7 quarters. The position peaked at $1.14M in Q4 2021. 1,245 funds tracked by Wall St. Rank hold EW as of Q1 2023.

Marshall Financial Group (Maryland) reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 10,338 Edwards Lifesciences shares in Q1 2023, an estimated $771K.
Marshall Financial Group (Maryland) first reported a position in Edwards Lifesciences in Q2 2021 and held it in 7 quarters.
Marshall Financial Group (Maryland)'s Edwards Lifesciences position peaked at $1.14M in Q4 2021.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2023, filed 18 Apr 2023.