SS
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Simplicity Solutions’s Edwards Lifesciences EW Stock Holding History

Simplicity Solutions’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
Q4 		$1.15M Buy
15,112
+3,255
+27% +$226K 0.03% 409
2023
Q3 		$821K Sell
11,857
-1,543
-12% -$124K 0.03% 462
2023
Q2 		$1.26M Buy
13,400
+4,627
+53% +$402K 0.03% 406
2023
Q1 		$726K Buy
8,773
+4,606
+111% +$362K 0.02% 581
2022
Q4 		$311K Sell
4,167
-448
-10% -$34.5K 0.04% 473
2022
Q3 		$381K Buy
4,615
+441
+11% +$42.4K 0.06% 382
2022
Q2 		$397K Buy
4,174
+483
+13% +$50K 0.05% 357
2022
Q1 		$435K Sell
3,691
-3,837
-51% -$430K 0.05% 333
2021
Q4 		$976K Buy
7,528
+4,077
+118% +$476K 0.11% 225
2021
Q3 		$391K Buy
3,451
+344
+11% +$39.3K 0.06% 333
2021
Q2 		$322K Buy
3,107
+461
+17% +$43.5K 0.06% 352
2021
Q1 		$221K Sell
2,646
-17,325
-87% -$1.46M 0.05% 446
2020
Q4 		$1.82M Sell
19,971
-720
-3% -$59.7K 0.03% 408
2020
Q3 		$1.65M Buy
20,691
+9,533
+85% +$744K 0.03% 378
2020
Q2 		$771K Buy
+11,158
New +$793K 0.02% 536
2019
Q4 		– Sell
-3,528
Closed -$259K – 841
2019
Q3 		$259K Buy
+3,528
New +$248K 0.01% 598
2019
Q2 		– Sell
-8,412
Closed -$536K – 713
2019
Q1 		$536K Buy
8,412
+996
+13% +$56.8K 0.03% 383
2018
Q4 		$379K Buy
+7,416
New +$375K 0.05% 376
2017
Q3 		– Sell
-8,172
Closed -$322K – 256
2017
Q2 		$322K Sell
8,172
-2,523
-24% -$92.1K 0.04% 304
2017
Q1 		$335K Buy
+10,695
New +$335K 0.05% 274

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Simplicity Solutions's EW Position: Q4 2023 in Review

Simplicity Solutions increased its Edwards Lifesciences (EW) stake by 27% in Q4 2023, buying an estimated $226K and bringing the position to 15,112 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #409.

Simplicity Solutions first reported a position in EW in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.82M in Q4 2020. 1,244 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • Simplicity Solutions held 15,112 shares of Edwards Lifesciences worth $1.15M as of Q4 2023.
  • Simplicity Solutions bought 3,255 Edwards Lifesciences shares in Q4 2023, an estimated $226K.
  • Edwards Lifesciences made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #409 holding.
  • Simplicity Solutions first reported a position in Edwards Lifesciences in Q1 2017 and has held it in 20 quarters since.
  • Simplicity Solutions's Edwards Lifesciences position peaked at $1.82M in Q4 2020.
  • 1,244 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.