Spirit of America Management Corp’s Edwards Lifesciences EW Stock Holding History

Spirit of America Management Corp’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 Q4	–	Sell	-3,000	Closed	-$198K	–	312
2024 Q3	$198K	Hold	3,000	–	–	0.04%	231
2024 Q2	$277K	Hold	3,000	–	–	0.06%	218
2024 Q1	$287K	Hold	3,000	–	–	0.06%	204
2023 Q4	$229K	Hold	3,000	–	–	0.05%	207
2023 Q3	$208K	Hold	3,000	–	–	0.05%	188
2023 Q2	$283K	Hold	3,000	–	–	0.06%	179
2023 Q1	$248K	Hold	3,000	–	–	0.06%	177
2022 Q4	$224K	Hold	3,000	–	–	0.05%	179
2022 Q3	$248K	Hold	3,000	–	–	0.06%	183
2022 Q2	$285K	Hold	3,000	–	–	0.06%	180
2022 Q1	$353K	Hold	3,000	–	–	0.07%	175
2021 Q4	$389K	Hold	3,000	–	–	0.08%	171
2021 Q3	$340K	Hold	3,000	–	–	0.07%	181
2021 Q2	$311K	Hold	3,000	–	–	0.07%	181
2021 Q1	$251K	Hold	3,000	–	–	0.06%	179
2020 Q4	$274K	Hold	3,000	–	–	0.07%	172
2020 Q3	$239K	Hold	3,000	–	–	0.07%	169
2020 Q2	$207K	Hold	3,000	–	–	0.05%	179
2020 Q1	$189K	Hold	3,000	–	–	0.06%	182
2019 Q4	$233K	Hold	3,000	–	–	0.04%	190
2019 Q3	$220K	Hold	3,000	–	–	0.04%	200
2019 Q2	$185K	Hold	3,000	–	–	0.03%	210
2019 Q1	$191K	Hold	3,000	–	–	0.03%	208
2018 Q4	$153K	Hold	3,000	–	–	0.02%	214
2018 Q3	$174K	Hold	3,000	–	–	0.02%	223
2018 Q2	$146K	Hold	3,000	–	–	0.02%	236
2018 Q1	$140K	Hold	3,000	–	–	0.02%	242
2017 Q4	$113K	Hold	3,000	–	–	0.01%	249
2017 Q3	$109K	Hold	3,000	–	–	0.01%	325
2017 Q2	$118K	Hold	3,000	–	–	0.01%	318
2017 Q1	$94K	Hold	3,000	–	–	0.01%	333
2016 Q4	$94K	Hold	3,000	–	–	0.01%	335
2016 Q3	$121K	Buy	+3,000	New	+$113K	0.02%	313

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Spirit of America Management Corp's EW Position: Q4 2024 in Review

Spirit of America Management Corp sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 3,000 shares — an estimated $198K sold.

Spirit of America Management Corp first reported a position in EW in Q3 2016 and held it in 33 quarters. The position peaked at $389K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Spirit of America Management Corp reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
Spirit of America Management Corp sold 3,000 Edwards Lifesciences shares in Q4 2024, an estimated $198K.
Spirit of America Management Corp first reported a position in Edwards Lifesciences in Q3 2016 and held it in 33 quarters.
Spirit of America Management Corp's Edwards Lifesciences position peaked at $389K in Q4 2021.
1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Spirit of America Management Corp's 13F filing for Q4 2024, filed 27 Jan 2025.