ODG
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O'Dell Group’s Edwards Lifesciences EW Stock Holding History

O'Dell 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
Q1 		– Sell
-444
Closed -$33.9K – 207
2023
Q4 		$33.9K Buy
+444
New +$30.9K 0.01% 246
2023
Q3 		– Sell
-444
Closed -$41.9K – 191
2023
Q2 		$41.9K Buy
+444
New +$38.6K 0.01% 210
2022
Q4 		– Sell
-444
Closed -$37K – 174
2022
Q3 		$37K Hold
444
– – 0.01% 167
2022
Q2 		$42K Hold
444
– – 0.01% 164
2022
Q1 		$52K Buy
444
+390
+722% +$43.8K 0.02% 168
2021
Q4 		$7K Hold
54
– – ﹤0.01% 340
2021
Q3 		$6K Buy
+54
New +$6.16K ﹤0.01% 351

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM