SIA
EW icon

Schechter Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Schechter Investment Advisors’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
Q3 		– Sell
-2,871
Closed -$265K – 685
2024
Q2 		$265K Hold
2,871
– – 0.02% 497
2024
Q1 		$274K Sell
2,871
-87
-3% -$7.31K 0.02% 513
2023
Q4 		$226K Sell
2,958
-195
-6% -$13.6K 0.02% 534
2023
Q3 		$218K Sell
3,153
-1,011
-24% -$81.2K 0.02% 524
2023
Q2 		$393K Sell
4,164
-91
-2% -$7.91K 0.04% 432
2023
Q1 		$352K Buy
4,255
+198
+5% +$15.6K 0.03% 489
2022
Q4 		$303K Sell
4,057
-1,407
-26% -$108K 0.03% 630
2022
Q3 		$451K Buy
5,464
+53
+1% +$5.1K 0.04% 546
2022
Q2 		$515K Buy
5,411
+601
+12% +$62.2K 0.05% 517
2022
Q1 		$566K Sell
4,810
-231
-5% -$25.9K 0.05% 494
2021
Q4 		$653K Buy
+5,041
New +$588K 0.06% 434

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Schechter Investment Advisors's EW Position: Q3 2024 in Review

Schechter Investment Advisors sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,871 shares — an estimated $265K sold.

Schechter Investment Advisors first reported a position in EW in Q4 2021 and held it in 11 quarters. The position peaked at $653K in Q4 2021. 1,195 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Schechter Investment Advisors reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 2,871 Edwards Lifesciences shares in Q3 2024, an estimated $265K.
  • Schechter Investment Advisors first reported a position in Edwards Lifesciences in Q4 2021 and held it in 11 quarters.
  • Schechter Investment Advisors's Edwards Lifesciences position peaked at $653K in Q4 2021.
  • 1,195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.