Safeguard Financial’s Edwards Lifesciences EW Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-67	Closed	-$6K	–	223
2023 Q2	$6K	Buy	+67	New	+$5.82K	﹤0.01%	374

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Safeguard Financial's EW Position: Q3 2023 in Review

Safeguard Financial sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 67 shares — an estimated $6K sold.

Safeguard Financial first reported a position in EW in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Safeguard Financial reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 67 Edwards Lifesciences shares in Q3 2023, an estimated $6K.
Safeguard Financial first reported a position in Edwards Lifesciences in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Edwards Lifesciences position peaked at $6K in Q2 2023.
1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.