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Morgan Dempsey Capital Management’s Edwards Lifesciences EW Stock Holding History

Morgan Dempsey Capital 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
-72
Closed -$5.49K – 113
2023
Q4 		$5.49K Hold
72
– – ﹤0.01% 116
2023
Q3 		$4.99K Hold
72
– – ﹤0.01% 115
2023
Q2 		$6.79K Hold
72
– – ﹤0.01% 108
2023
Q1 		$5.96K Hold
72
– – ﹤0.01% 112
2022
Q4 		$5.37K Hold
72
– – ﹤0.01% 140
2022
Q3 		$6K Buy
+72
New +$6.93K ﹤0.01% 141

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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 $3.38T AUM 44.17% 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

Morgan Dempsey Capital Management's EW Position: Q1 2024 in Review

Morgan Dempsey Capital Management sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 72 shares — an estimated $5.49K sold.

Morgan Dempsey Capital Management first reported a position in EW in Q3 2022 and held it in 6 quarters. The position peaked at $6.79K in Q2 2023. 1,282 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Morgan Dempsey Capital Management reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 72 Edwards Lifesciences shares in Q1 2024, an estimated $5.49K.
  • Morgan Dempsey Capital Management first reported a position in Edwards Lifesciences in Q3 2022 and held it in 6 quarters.
  • Morgan Dempsey Capital Management's Edwards Lifesciences position peaked at $6.79K in Q2 2023.
  • 1,282 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2024, filed 2 May 2024.