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Rockbridge Investment Management’s Edwards Lifesciences EW Stock Holding History

Rockbridge Investment Management’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
-432
Closed -$32.9K – 287
2023
Q4 		$32.9K Buy
+432
New +$30.1K 0.01% 280

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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 $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rockbridge Investment Management's EW Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 432 shares — an estimated $32.9K sold.

Rockbridge Investment Management first reported a position in EW in Q4 2023 and held it in 1 quarter. The position peaked at $32.9K in Q4 2023. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 432 Edwards Lifesciences shares in Q1 2024, an estimated $32.9K.
  • Rockbridge Investment Management first reported a position in Edwards Lifesciences in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Edwards Lifesciences position peaked at $32.9K in Q4 2023.
  • 1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.