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Spotlight Asset Group’s Edwards Lifesciences EW Stock Holding History

Spotlight Asset Group’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
Q2 		$4.25K Hold
46
– – ﹤0.01% 223
2024
Q1 		$4.4K Hold
46
– – ﹤0.01% 222
2023
Q4 		$3.19K Hold
46
– – ﹤0.01% 223
2023
Q3 		$3.19K Hold
46
– – ﹤0.01% 223
2023
Q2 		$4.34K Buy
+46
New +$4K ﹤0.01% 222

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spotlight Asset Group's EW Position: Q2 2024 in Review

Spotlight Asset Group held its Edwards Lifesciences (EW) position steady in Q2 2024 at 46 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Spotlight Asset Group first reported a position in EW in Q2 2023 and has held it in 5 quarters since. The position peaked at $4.4K in Q1 2024. 1,296 funds tracked by Wall St. Rank hold EW as of Q2 2024.

  • Spotlight Asset Group held 46 shares of Edwards Lifesciences worth $4.25K as of Q2 2024.
  • Spotlight Asset Group left its Edwards Lifesciences share count unchanged in Q2 2024.
  • Edwards Lifesciences made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #223 holding.
  • Spotlight Asset Group first reported a position in Edwards Lifesciences in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's Edwards Lifesciences position peaked at $4.4K in Q1 2024.
  • 1,296 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.