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SpiderRock Advisors’s Edwards Lifesciences EW Stock Holding History

SpiderRock 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 		$2.27M Sell
34,379
-450
-1% -$32.7K 0.04% 297
2024
Q2 		$3.22M Sell
34,829
-26
-0.1% -$2.3K 0.06% 201
2024
Q1 		$3.24M Buy
+34,855
New +$2.93M 0.08% 193
2017
Q2 		– Hold
0
– – – 471
2017
Q1 		– Hold
0
– – – 487

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SpiderRock Advisors's EW Position: Q3 2024 in Review

SpiderRock Advisors reduced its Edwards Lifesciences (EW) stake by 1.3% in Q3 2024, selling an estimated $32.7K and leaving 34,379 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #297.

SpiderRock Advisors first reported a position in EW in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.24M in Q1 2024. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • SpiderRock Advisors held 34,379 shares of Edwards Lifesciences worth $2.27M as of Q3 2024.
  • SpiderRock Advisors sold 450 Edwards Lifesciences shares in Q3 2024, an estimated $32.7K.
  • Edwards Lifesciences made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #297 holding.
  • SpiderRock Advisors first reported a position in Edwards Lifesciences in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Edwards Lifesciences position peaked at $3.24M in Q1 2024.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.