Standard Family Office’s Edwards Lifesciences EW Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-117	Closed	-$10K	–	155
2022 Q3	$10K	Buy	+117	New	+$11.3K	﹤0.01%	251
2021 Q3	–	Sell	-3,832	Closed	-$397K	–	229
2021 Q2	$397K	Hold	3,832	–	–	0.08%	98
2021 Q1	$321K	Buy	3,832 +9	+0.2%	+$761	0.08%	93
2020 Q4	$349K	Buy	+3,823	New	+$317K	0.08%	88

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Standard Family Office's EW Position: Q4 2022 in Review

Standard Family Office sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 117 shares — an estimated $10K sold.

Standard Family Office first reported a position in EW in Q4 2020 and held it in 4 quarters. The position peaked at $397K in Q2 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Standard Family Office reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 117 Edwards Lifesciences shares in Q4 2022, an estimated $10K.
Standard Family Office first reported a position in Edwards Lifesciences in Q4 2020 and held it in 4 quarters.
Standard Family Office's Edwards Lifesciences position peaked at $397K in Q2 2021.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.