Stephen W. Kidder’s Edwards Lifesciences EW Stock Holding History

Stephen W. Kidder’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 Q1	–	Sell	-6,900	Closed	-$526K	–	75
2023 Q4	$526K	Sell	6,900 -6,060	-47%	-$422K	0.17%	52
2023 Q3	$898K	Buy	12,960 +500	+4%	+$40.2K	0.31%	44
2023 Q2	$1.18M	Sell	12,460 -405	-3%	-$35.2K	0.38%	42
2023 Q1	$1.06M	Buy	12,865 +2,090	+19%	+$164K	0.37%	43
2022 Q4	$804K	Sell	10,775 -9,565	-47%	-$737K	0.29%	48
2022 Q3	$1.68M	Sell	20,340 -1,495	-7%	-$144K	0.69%	37
2022 Q2	$2.08M	Buy	21,835 +465	+2%	+$48.1K	0.8%	36
2022 Q1	$2.52M	Buy	21,370 +4,530	+27%	+$508K	0.81%	34
2021 Q4	$2.18M	Buy	16,840 +6,735	+67%	+$786K	0.66%	36
2021 Q3	$1.14M	Buy	+10,105	New	+$1.15M	0.36%	44

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Stephen W. Kidder's EW Position: Q1 2024 in Review

Stephen W. Kidder sold out of Edwards Lifesciences (EW) in Q1 2024, closing a stake of 6,900 shares — an estimated $526K sold.

Stephen W. Kidder first reported a position in EW in Q3 2021 and held it in 10 quarters. The position peaked at $2.52M in Q1 2022. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Stephen W. Kidder reported no remaining Edwards Lifesciences position as of Q1 2024 after selling out during the quarter.
Stephen W. Kidder sold 6,900 Edwards Lifesciences shares in Q1 2024, an estimated $526K.
Stephen W. Kidder first reported a position in Edwards Lifesciences in Q3 2021 and held it in 10 quarters.
Stephen W. Kidder's Edwards Lifesciences position peaked at $2.52M in Q1 2022.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Stephen W. Kidder's 13F filing for Q1 2024, filed 14 May 2024.