MinichMacGregor Wealth Management’s Edwards Lifesciences EW Stock Holding History

MinichMacGregor Wealth Management’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	-960	Closed	-$71.6K	–	259
2022 Q4	$71.6K	Buy	+960	New	+$74K	0.03%	150
2019 Q1	–	Sell	-52,140	Closed	-$1.9M	–	72
2018 Q4	$1.9M	Buy	52,140 +51,480	+7,800%	+$2.6M	1.3%	28
2018 Q3	$37K	Hold	660	–	–	0.02%	148
2018 Q2	$32K	Hold	660	–	–	0.02%	154
2018 Q1	$30K	Buy	660 +570	+633%	+$24.8K	0.02%	153
2017 Q4	$3K	Hold	90	–	–	﹤0.01%	392
2017 Q3	$3K	Hold	90	–	–	﹤0.01%	373
2017 Q2	$3K	Hold	90	–	–	﹤0.01%	374
2017 Q1	$2K	Hold	90	–	–	﹤0.01%	376
2016 Q4	$2K	Hold	90	–	–	﹤0.01%	375
2016 Q3	$3K	Hold	90	–	–	﹤0.01%	358
2016 Q2	$2K	Hold	90	–	–	﹤0.01%	360
2016 Q1	$2K	Buy	+90	New	+$2.48K	﹤0.01%	351

Other funds holding EW

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Norges Bank Oslo, Norway $1T AUM

MinichMacGregor Wealth Management's EW Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 960 shares — an estimated $71.6K sold.

MinichMacGregor Wealth Management first reported a position in EW in Q1 2016 and held it in 13 quarters. The position peaked at $1.9M in Q4 2018. 1,246 funds tracked by Wall St. Rank hold EW as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 960 Edwards Lifesciences shares in Q1 2023, an estimated $71.6K.
MinichMacGregor Wealth Management first reported a position in Edwards Lifesciences in Q1 2016 and held it in 13 quarters.
MinichMacGregor Wealth Management's Edwards Lifesciences position peaked at $1.9M in Q4 2018.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.