MWM
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Moran Wealth Management’s Edwards Lifesciences EW Stock Holding History

Moran 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
2024
Q1 		– Sell
-45,838
Closed -$3.5M – 425
2023
Q4 		$3.5M Sell
45,838
-126,452
-73% -$8.8M 0.12% 197
2023
Q3 		$11.9M Sell
172,290
-211
-0.1% -$17K 0.46% 79
2023
Q2 		$16.3M Sell
172,501
-2,697
-2% -$234K 0.61% 60
2023
Q1 		$14.5M Buy
175,198
+36,019
+26% +$2.83M 0.55% 69
2022
Q4 		$10.4M Buy
+139,179
New +$10.7M 0.39% 83

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Moran Wealth Management's EW Position: Q1 2024 in Review

Moran Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 45,838 shares — an estimated $3.5M sold.

Moran Wealth Management first reported a position in EW in Q4 2022 and held it in 5 quarters. The position peaked at $16.3M in Q2 2023. 1,281 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Moran Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 45,838 Edwards Lifesciences shares in Q1 2024, an estimated $3.5M.
  • Moran Wealth Management first reported a position in Edwards Lifesciences in Q4 2022 and held it in 5 quarters.
  • Moran Wealth Management's Edwards Lifesciences position peaked at $16.3M in Q2 2023.
  • 1,281 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.