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Nations Financial Group’s Edwards Lifesciences EW Stock Holding History

Nations 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
2023
Q4 		– Sell
-7,657
Closed -$530K – 628
2023
Q3 		$530K Buy
7,657
+815
+12% +$65.5K 0.05% 352
2023
Q2 		$645K Sell
6,842
-51
-0.7% -$4.43K 0.06% 324
2023
Q1 		$570K Buy
6,893
+226
+3% +$17.8K 0.06% 342
2022
Q4 		$497K Buy
6,667
+13
+0.2% +$1K 0.06% 359
2022
Q3 		$550K Sell
6,654
-481
-7% -$46.3K 0.08% 275
2022
Q2 		$678K Buy
7,135
+9
+0.1% +$932 0.09% 239
2022
Q1 		$839K Sell
7,126
-1,705
-19% -$191K 0.1% 220
2021
Q4 		$1.14M Sell
8,831
-21
-0.2% -$2.45K 0.15% 160
2021
Q3 		$1M Buy
8,852
+3,168
+56% +$362K 0.15% 167
2021
Q2 		$589K Buy
5,684
+58
+1% +$5.47K 0.1% 235
2021
Q1 		$471K Buy
5,626
+490
+10% +$41.4K 0.11% 224
2020
Q4 		$469K Buy
5,136
+395
+8% +$32.8K 0.12% 204
2020
Q3 		$378K Sell
4,741
-230
-5% -$17.9K 0.12% 207
2020
Q2 		$344K Buy
4,971
+294
+6% +$20.9K 0.12% 197
2020
Q1 		$294K Buy
4,677
+273
+6% +$19.7K 0.13% 194
2019
Q4 		$342K Sell
4,404
-2,358
-35% -$184K 0.12% 214
2019
Q3 		$537K Buy
+6,762
New +$475K 0.19% 159

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nations Financial Group's EW Position: Q4 2023 in Review

Nations Financial Group sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 7,657 shares — an estimated $530K sold.

Nations Financial Group first reported a position in EW in Q3 2019 and held it in 17 quarters. The position peaked at $1.14M in Q4 2021. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Nations Financial Group reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • Nations Financial Group sold 7,657 Edwards Lifesciences shares in Q4 2023, an estimated $530K.
  • Nations Financial Group first reported a position in Edwards Lifesciences in Q3 2019 and held it in 17 quarters.
  • Nations Financial Group's Edwards Lifesciences position peaked at $1.14M in Q4 2021.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.