Mezzasalma Advisors’s Edwards Lifesciences EW Stock Holding History

Mezzasalma Advisors’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	-3,105	Closed	-$297K	–	86
2024 Q1	$297K	Hold	3,105	–	–	0.14%	80
2023 Q4	$237K	Hold	3,105	–	–	0.13%	85
2023 Q3	$215K	Hold	3,105	–	–	0.13%	78
2023 Q2	$293K	Hold	3,105	–	–	0.18%	71
2023 Q1	$257K	Hold	3,105	–	–	0.18%	74
2022 Q4	$232K	Hold	3,105	–	–	0.2%	74
2022 Q3	$257K	Hold	3,105	–	–	0.2%	65
2022 Q2	$295K	Hold	3,105	–	–	0.25%	61
2022 Q1	$366K	Hold	3,105	–	–	0.23%	59
2021 Q4	$402K	Hold	3,105	–	–	0.22%	60
2021 Q3	$352K	Hold	3,105	–	–	0.2%	63
2021 Q2	$322K	Hold	3,105	–	–	0.18%	69
2021 Q1	$260K	Hold	3,105	–	–	0.17%	76
2020 Q4	$283K	Buy	+3,105	New	+$258K	0.18%	70

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mezzasalma Advisors's EW Position: Q2 2024 in Review

Mezzasalma Advisors sold out of Edwards Lifesciences (EW) in Q2 2024, closing a stake of 3,105 shares — an estimated $297K sold.

Mezzasalma Advisors first reported a position in EW in Q4 2020 and held it in 14 quarters. The position peaked at $402K in Q4 2021. 1,297 funds tracked by Wall St. Rank hold EW as of Q2 2024.

Mezzasalma Advisors reported no remaining Edwards Lifesciences position as of Q2 2024 after selling out during the quarter.
Mezzasalma Advisors sold 3,105 Edwards Lifesciences shares in Q2 2024, an estimated $297K.
Mezzasalma Advisors first reported a position in Edwards Lifesciences in Q4 2020 and held it in 14 quarters.
Mezzasalma Advisors's Edwards Lifesciences position peaked at $402K in Q4 2021.
1,297 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.