Nadler Financial Group’s Edwards Lifesciences EW Stock Holding History

Nadler Financial Group’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 Q3	–	Sell	-2,356	Closed	-$218K	–	124
2024 Q2	$218K	Hold	2,356	–	–	0.03%	101
2024 Q1	$225K	Buy	+2,356	New	+$198K	0.03%	102
2022 Q3	–	Sell	-2,356	Closed	-$224K	–	103
2022 Q2	$224K	Sell	2,356 -73	-3%	-$7.56K	0.04%	95
2022 Q1	$286K	Sell	2,429 -527	-18%	-$59.1K	0.04%	90
2021 Q4	$383K	Hold	2,956	–	–	0.06%	83
2021 Q3	$335K	Hold	2,956	–	–	0.05%	85
2021 Q2	$306K	Sell	2,956 -360	-11%	-$33.9K	0.05%	91
2021 Q1	$277K	Buy	3,316 +74	+2%	+$6.26K	0.05%	91
2020 Q4	$296K	Buy	3,242 +115	+4%	+$9.54K	0.06%	81
2020 Q3	$250K	Buy	3,127 +5	+0.2%	+$390	0.06%	83
2020 Q2	$216K	Buy	+3,122	New	+$222K	0.05%	90

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Nadler Financial Group's EW Position: Q3 2024 in Review

Nadler Financial Group sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,356 shares — an estimated $218K sold.

Nadler Financial Group first reported a position in EW in Q2 2020 and held it in 11 quarters. The position peaked at $383K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

Nadler Financial Group reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
Nadler Financial Group sold 2,356 Edwards Lifesciences shares in Q3 2024, an estimated $218K.
Nadler Financial Group first reported a position in Edwards Lifesciences in Q2 2020 and held it in 11 quarters.
Nadler Financial Group's Edwards Lifesciences position peaked at $383K in Q4 2021.
1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Nadler Financial Group's 13F filing for Q3 2024, filed 28 Oct 2024.