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Sargent Bickham Lagudis’s Edwards Lifesciences EW Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$711K Hold
9,523
– – 0.06% 152
2022
Q3 		$787K Buy
9,523
+1
+0% +$96 0.07% 140
2022
Q2 		$905K Buy
9,522
+234
+3% +$24.2K 0.08% 140
2022
Q1 		$1.09M Sell
9,288
-600
-6% -$67.3K 0.09% 132
2021
Q4 		$1.28M Hold
9,888
– – 0.1% 119
2021
Q3 		$1.12M Sell
9,888
-864
-8% -$98.6K 0.09% 124
2021
Q2 		$1.11M Sell
10,752
-48
-0.4% -$4.52K 0.09% 124
2021
Q1 		$903K Hold
10,800
– – 0.08% 121
2020
Q4 		$985K Sell
10,800
-195
-2% -$16.2K 0.09% 119
2020
Q3 		$878K Hold
10,995
– – 0.09% 117
2020
Q2 		$760K Hold
10,995
– – 0.08% 120
2020
Q1 		$691K Buy
10,995
+6
+0.1% +$433 0.09% 129
2019
Q4 		$855K Hold
10,989
– – 0.09% 119
2019
Q3 		$806K Hold
10,989
– – 0.1% 117
2019
Q2 		$677K Hold
10,989
– – 0.08% 131
2019
Q1 		$701K Buy
10,989
+294
+3% +$16.8K 0.08% 132
2018
Q4 		$546K Hold
10,695
– – 0.07% 133
2018
Q3 		$621K Hold
10,695
– – 0.07% 136
2018
Q2 		$519K Buy
10,695
+1,800
+20% +$84K 0.06% 139
2018
Q1 		$414K Sell
8,895
-2,619
-23% -$114K 0.05% 146
2017
Q4 		$433K Buy
11,514
+243
+2% +$8.92K 0.05% 151
2017
Q3 		$411K Sell
11,271
-435
-4% -$16.6K 0.05% 154
2017
Q2 		$461K Buy
11,706
+528
+5% +$19.3K 0.06% 145
2017
Q1 		$351K Hold
11,178
– – 0.05% 163
2016
Q4 		$349K Sell
11,178
-141
-1% -$4.57K 0.05% 151
2016
Q3 		$455K Sell
11,319
-180
-2% -$6.78K 0.07% 140
2016
Q2 		$382K Buy
11,499
+141
+1% +$4.82K 0.06% 148
2016
Q1 		$334K Buy
+11,358
New +$313K 0.05% 160

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sargent Bickham Lagudis's EW Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Edwards Lifesciences (EW) position steady in Q4 2022 at 9,523 shares worth $711K. The position accounts for 0.06% of the portfolio, ranked #152.

Sargent Bickham Lagudis first reported a position in EW in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.28M in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Sargent Bickham Lagudis held 9,523 shares of Edwards Lifesciences worth $711K as of Q4 2022.
  • Sargent Bickham Lagudis left its Edwards Lifesciences share count unchanged in Q4 2022.
  • Edwards Lifesciences made up 0.06% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #152 holding.
  • Sargent Bickham Lagudis first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Edwards Lifesciences position peaked at $1.28M in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.