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Raymond James Financial Services Advisors’s Edwards Lifesciences EW Stock Holding History

Raymond James Financial Services Advisors’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 		$63.2M Sell
957,950
-196,807
-17% -$14.3M 0.08% 233
2024
Q2 		$107M Buy
1,154,757
+10,176
+0.9% +$901K 0.15% 132
2024
Q1 		$109M Buy
1,144,581
+46,217
+4% +$3.88M 0.16% 133
2023
Q4 		$83.8M Sell
1,098,364
-37,790
-3% -$2.63M 0.14% 157
2023
Q3 		$78.7M Buy
1,136,154
+62,382
+6% +$5.01M 0.14% 150
2023
Q2 		$101M Sell
1,073,772
-4,254
-0.4% -$370K 0.18% 123
2023
Q1 		$89.2M Buy
1,078,026
+76,880
+8% +$6.04M 0.17% 133
2022
Q4 		$74.7M Sell
1,001,146
-28,265
-3% -$2.18M 0.15% 151
2022
Q3 		$85.1M Buy
1,029,411
+22,755
+2% +$2.19M 0.19% 118
2022
Q2 		$95.7M Buy
1,006,656
+3,928
+0.4% +$407K 0.21% 105
2022
Q1 		$118M Buy
1,002,728
+44,407
+5% +$4.98M 0.22% 91
2021
Q4 		$124M Buy
958,321
+7,105
+0.7% +$829K 0.23% 86
2021
Q3 		$108M Buy
951,216
+47,101
+5% +$5.38M 0.22% 93
2021
Q2 		$93.6M Buy
904,115
+149,431
+20% +$14.1M 0.19% 109
2021
Q1 		$63.1M Buy
754,684
+62,448
+9% +$5.28M 0.14% 153
2020
Q4 		$63.2M Buy
692,236
+118,982
+21% +$9.87M 0.16% 140
2020
Q3 		$45.8M Buy
573,254
+380,267
+197% +$29.7M 0.13% 169
2020
Q2 		$13.3M Buy
192,987
+2,472
+1% +$176K 0.04% 393
2020
Q1 		$12M Sell
190,515
-57,279
-23% -$4.13M 0.05% 328
2019
Q4 		$19.3M Buy
247,794
+56,418
+29% +$4.41M 0.06% 321
2019
Q3 		$14M Buy
191,376
+11,031
+6% +$775K 0.05% 386
2019
Q2 		$11.1M Buy
180,345
+55,143
+44% +$3.33M 0.04% 418
2019
Q1 		$7.99M Buy
125,202
+20,079
+19% +$1.15M 0.03% 494
2018
Q4 		$5.37M Buy
105,123
+8,436
+9% +$427K 0.03% 511
2018
Q3 		$5.61M Buy
96,687
+59,361
+159% +$2.9M 0.03% 604
2018
Q2 		$1.81M Buy
37,326
+9,981
+37% +$466K 0.01% 1071
2018
Q1 		$1.27M Buy
27,345
+165
+0.6% +$7.17K 0.01% 1172
2017
Q4 		$1.02M Sell
27,180
-2,058
-7% -$75.5K 0.01% 1294
2017
Q3 		$1.06M Sell
29,238
-6,735
-19% -$257K 0.01% 1263
2017
Q2 		$1.42M Buy
35,973
+12,510
+53% +$457K 0.01% 1048
2017
Q1 		$736K Buy
23,463
+1,995
+9% +$62.5K 0.01% 1358
2016
Q4 		$671K Sell
21,468
-31,212
-59% -$1.01M 0.01% 1358
2016
Q3 		$2.12M Buy
52,680
+29,628
+129% +$1.12M 0.02% 743
2016
Q2 		$766K Sell
23,052
-3,195
-12% -$109K 0.01% 1182
2016
Q1 		$772K Buy
+26,247
New +$724K 0.01% 1034

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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 $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Raymond James Financial Services Advisors's EW Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Edwards Lifesciences (EW) stake by 17% in Q3 2024, selling an estimated $14.3M and leaving 957,950 shares worth $63.2M. The position accounts for 0.08% of the portfolio, ranked #233.

Raymond James Financial Services Advisors first reported a position in EW in Q1 2016 and has held it in 35 quarters since. The position peaked at $124M in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Raymond James Financial Services Advisors held 957,950 shares of Edwards Lifesciences worth $63.2M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 196,807 Edwards Lifesciences shares in Q3 2024, an estimated $14.3M.
  • Edwards Lifesciences made up 0.08% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #233 holding.
  • Raymond James Financial Services Advisors first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 35 quarters since.
  • Raymond James Financial Services Advisors's Edwards Lifesciences position peaked at $124M in Q4 2021.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.