PFG
EW icon

PAX Financial Group’s Edwards Lifesciences EW Stock Holding History

PAX 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
-7,249
Closed -$502K – 223
2023
Q3 		$502K Buy
+7,249
New +$583K 0.11% 155
2022
Q2 		– Sell
-4,142
Closed -$488K – 182
2022
Q1 		$488K Buy
4,142
+1,094
+36% +$123K 0.11% 138
2021
Q4 		$395K Buy
+3,048
New +$356K 0.09% 148
2020
Q2 		– Sell
-2,964
Closed -$221K – 129
2020
Q1 		$221K Buy
+2,964
New +$214K 0.09% 99

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 $3.37T AUM 44.26% 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

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

PAX Financial Group sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 7,249 shares — an estimated $502K sold.

PAX Financial Group first reported a position in EW in Q1 2020 and held it in 4 quarters. The position peaked at $502K in Q3 2023. 1,245 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • PAX Financial Group reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • PAX Financial Group sold 7,249 Edwards Lifesciences shares in Q4 2023, an estimated $502K.
  • PAX Financial Group first reported a position in Edwards Lifesciences in Q1 2020 and held it in 4 quarters.
  • PAX Financial Group's Edwards Lifesciences position peaked at $502K in Q3 2023.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on PAX Financial Group's 13F filing for Q4 2023, filed 12 Feb 2024.