RG
EW icon

Retirement Group’s Edwards Lifesciences EW Stock Holding History

Retirement 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 		$3.44K Sell
36
-10
-22% -$840 ﹤0.01% 606
2023
Q4 		$3.51K Buy
46
+27
+142% +$1.88K ﹤0.01% 575
2023
Q3 		$1.32K Sell
19
-20
-51% -$1.61K ﹤0.01% 618
2023
Q2 		$3.68K Buy
39
+1
+3% +$87 ﹤0.01% 551
2023
Q1 		$3K Buy
38
+22
+138% +$1.73K ﹤0.01% 545
2022
Q4 		$1K Buy
+16
New +$1.23K ﹤0.01% 571
2022
Q3 		– Sell
-24
Closed -$2K – 582
2022
Q2 		$2K Buy
24
+12
+100% +$1.24K ﹤0.01% 618
2022
Q1 		$1K Buy
12
+11
+1,100% +$1.23K ﹤0.01% 678
2021
Q4 		$0 Buy
+1
New +$117 ﹤0.01% 723

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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