Mogy Joel R Investment Counsel’s Edwards Lifesciences EW Stock Holding History

Mogy Joel R 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 Q3	–	Sell	-2,970	Closed	-$280K	–	110
2023 Q2	$280K	Hold	2,970	–	–	0.02%	101
2023 Q1	$246K	Hold	2,970	–	–	0.02%	105
2022 Q4	$222K	Hold	2,970	–	–	0.02%	105
2022 Q3	$245K	Hold	2,970	–	–	0.03%	100
2022 Q2	$282K	Hold	2,970	–	–	0.03%	98
2022 Q1	$350K	Hold	2,970	–	–	0.03%	96
2021 Q4	$385K	Hold	2,970	–	–	0.03%	101
2021 Q3	$336K	Hold	2,970	–	–	0.03%	97
2021 Q2	$308K	Hold	2,970	–	–	0.03%	101
2021 Q1	$248K	Hold	2,970	–	–	0.02%	103
2020 Q4	$271K	Hold	2,970	–	–	0.03%	101
2020 Q3	$237K	Hold	2,970	–	–	0.03%	101
2020 Q2	$205K	Buy	+2,970	New	+$211K	0.02%	104
2020 Q1	–	Sell	-2,970	Closed	-$231K	–	105
2019 Q4	$231K	Hold	2,970	–	–	0.03%	110
2019 Q3	$218K	Buy	+2,970	New	+$209K	0.03%	115

Other funds holding EW

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mogy Joel R Investment Counsel's EW Position: Q3 2023 in Review

Mogy Joel R Investment Counsel sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,970 shares — an estimated $280K sold.

Mogy Joel R Investment Counsel first reported a position in EW in Q3 2019 and held it in 15 quarters. The position peaked at $385K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Mogy Joel R Investment Counsel reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 2,970 Edwards Lifesciences shares in Q3 2023, an estimated $280K.
Mogy Joel R Investment Counsel first reported a position in Edwards Lifesciences in Q3 2019 and held it in 15 quarters.
Mogy Joel R Investment Counsel's Edwards Lifesciences position peaked at $385K in Q4 2021.
1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2023, filed 1 Nov 2023.