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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Retirement Group's EW Position: Q1 2024 in Review

Retirement Group reduced its Edwards Lifesciences (EW) stake by 22% in Q1 2024, selling an estimated $840 and leaving 36 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Retirement Group first reported a position in EW in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.68K in Q2 2023. 1,281 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Retirement Group held 36 shares of Edwards Lifesciences worth $3.44K as of Q1 2024.
Retirement Group sold 10 Edwards Lifesciences shares in Q1 2024, an estimated $840.
Edwards Lifesciences made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #606 holding.
Retirement Group first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 9 quarters since.
Retirement Group's Edwards Lifesciences position peaked at $3.68K in Q2 2023.
1,281 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.