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	$1.11M	Hold	16,800	–	–	0.02%	452
2024 Q2	$1.55M	Hold	16,800	–	–	0.03%	325
2024 Q1	$1.56M	Buy	+16,800	New	+$1.41M	0.04%	315
2023 Q4	–	Hold	0	–	–	–	62
2023 Q3	–	Hold	0	–	–	–	116
2023 Q2	–	Hold	0	–	–	–	94
2023 Q1	–	Hold	0	–	–	–	89
2022 Q4	–	Hold	0	–	–	–	87
2022 Q3	–	Hold	0	–	–	–	107
2021 Q1	–	Hold	0	–	-$741K	–	181
2020 Q4	–	Hold	0	–	–	–	59
2020 Q3	–	Hold	0	–	–	–	59
2020 Q2	–	Hold	0	–	–	–	51

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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. 1,193 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.
1,193 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.