MPW
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Monterey Private Wealth’s Edwards Lifesciences EW Stock Holding History

Monterey Private Wealth’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
-2,330
Closed -$220K – 98
2023
Q2 		$220K Buy
+2,330
New +$203K 0.11% 97
2022
Q2 		– Sell
-1,995
Closed -$234K – 106
2022
Q1 		$234K Sell
1,995
-1,200
-38% -$135K 0.11% 106
2021
Q4 		$414K Hold
3,195
– – 0.21% 67
2021
Q3 		$348K Hold
3,195
– – 0.2% 65
2021
Q2 		$331K Buy
3,195
+87
+3% +$8.2K 0.19% 69
2021
Q1 		$298K Hold
3,108
– – 0.16% 73
2020
Q4 		$284K Hold
3,108
– – 0.16% 67
2020
Q3 		$248K Hold
3,108
– – 0.16% 72
2020
Q2 		$215K Buy
+3,108
New +$221K 0.15% 68
2020
Q1 		– Sell
-3,561
Closed -$277K – 67
2019
Q4 		$277K Buy
+3,561
New +$278K 0.22% 58

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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AllianceBernstein
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM