MPS Loria Financial Planners’s Edwards Lifesciences EW Stock Holding History

MPS Loria Financial Planners’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	-3,724	Closed	-$284K	–	82
2023 Q4	$284K	Buy	3,724 +15	+0.4%	+$1.04K	0.1%	66
2023 Q3	$257K	Hold	3,709	–	–	0.1%	65
2023 Q2	$350K	Hold	3,709	–	–	0.13%	53
2023 Q1	$307K	Hold	3,709	–	–	0.12%	56
2022 Q4	$277K	Sell	3,709 -4	-0.1%	-$308	0.12%	59
2022 Q3	$307K	Sell	3,713 -6	-0.2%	-$577	0.12%	52
2022 Q2	$353K	Buy	3,719 +10	+0.3%	+$1.03K	0.16%	47
2022 Q1	$436K	Hold	3,709	–	–	0.18%	46
2021 Q4	$480K	Hold	3,709	–	–	0.2%	42
2021 Q3	$419K	Hold	3,709	–	–	0.19%	42
2021 Q2	$384K	Hold	3,709	–	–	0.18%	45
2021 Q1	$310K	Sell	3,709 -102	-3%	-$8.62K	0.14%	57
2020 Q4	$339K	Buy	3,811 +151	+4%	+$12.5K	0.15%	50
2020 Q3	$292K	Hold	3,660	–	–	0.15%	51
2020 Q2	$253K	Hold	3,660	–	–	0.14%	59
2020 Q1	$230K	Hold	3,660	–	–	0.18%	54
2019 Q4	$284K	Hold	3,660	–	–	0.17%	53
2019 Q3	$268K	Hold	3,660	–	–	0.17%	55
2019 Q2	$225K	Hold	3,660	–	–	0.14%	62
2019 Q1	$233K	Buy	+3,660	New	+$209K	0.15%	61
2018 Q4	–	Sell	-3,660	Closed	-$212K	–	74
2018 Q3	$212K	Buy	+3,660	New	+$179K	0.13%	72
2017 Q3	–	Sell	-3,660	Closed	-$140K	–	162
2017 Q2	$140K	Buy	+3,660	New	+$134K	0.09%	95

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MPS Loria Financial Planners's EW Position: Q1 2024 in Review

MPS Loria Financial Planners sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 3,724 shares — an estimated $284K sold.

MPS Loria Financial Planners first reported a position in EW in Q2 2017 and held it in 22 quarters. The position peaked at $480K in Q4 2021. 1,280 funds tracked by Wall St. Rank hold EW as of Q1 2024.

MPS Loria Financial Planners reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
MPS Loria Financial Planners sold 3,724 Edwards Lifesciences shares in Q1 2024, an estimated $284K.
MPS Loria Financial Planners first reported a position in Edwards Lifesciences in Q2 2017 and held it in 22 quarters.
MPS Loria Financial Planners's Edwards Lifesciences position peaked at $480K in Q4 2021.
1,280 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on MPS Loria Financial Planners's 13F filing for Q1 2024, filed 17 Apr 2024.