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Silver Oak Securities’s Edwards Lifesciences EW Stock Holding History

Silver Oak Securities’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
-971
Closed -$89.7K – 552
2024
Q2 		$89.7K Buy
+971
New +$86K 0.01% 433
2023
Q3 		– Sell
-4,901
Closed -$462K – 456
2023
Q2 		$462K Buy
+4,901
New +$426K 0.07% 240
2022
Q3 		– Sell
-2,446
Closed -$251K – 461
2022
Q2 		$251K Sell
2,446
-64
-3% -$6.63K 0.06% 224
2022
Q1 		$311K Buy
+2,510
New +$282K 0.06% 229

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 $3.37T AUM 44.26% 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

Silver Oak Securities's EW Position: Q3 2024 in Review

Silver Oak Securities sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 971 shares — an estimated $89.7K sold.

Silver Oak Securities first reported a position in EW in Q1 2022 and held it in 4 quarters. The position peaked at $462K in Q2 2023. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Silver Oak Securities reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Silver Oak Securities sold 971 Edwards Lifesciences shares in Q3 2024, an estimated $89.7K.
  • Silver Oak Securities first reported a position in Edwards Lifesciences in Q1 2022 and held it in 4 quarters.
  • Silver Oak Securities's Edwards Lifesciences position peaked at $462K in Q2 2023.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Silver Oak Securities's 13F filing for Q3 2024, filed 23 Oct 2024.