SFG
EW icon

Steward Financial Group’s Edwards Lifesciences EW Stock Holding History

Steward Financial 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
2023
Q3 		$18K Buy
268
+117
+77% +$9.4K 0.01% 262
2023
Q2 		$14K Sell
151
-49
-25% -$4.26K ﹤0.01% 297
2023
Q1 		$16K Buy
+200
New +$15.7K 0.01% 147
2022
Q3 		– Sell
-226
Closed -$21K – 490
2022
Q2 		$21K Sell
226
-96
-30% -$9.94K 0.02% 170
2022
Q1 		$37K Buy
322
+288
+847% +$32.3K 0.03% 106
2021
Q4 		$4K Buy
+34
New +$3.97K ﹤0.01% 192

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Steward Financial Group's EW Position: Q3 2023 in Review

Steward Financial Group increased its Edwards Lifesciences (EW) stake by 77% in Q3 2023, buying an estimated $9.4K and bringing the position to 268 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #262.

Steward Financial Group first reported a position in EW in Q4 2021 and has held it in 6 quarters since. The position peaked at $37K in Q1 2022. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Steward Financial Group held 268 shares of Edwards Lifesciences worth $18K as of Q3 2023.
  • Steward Financial Group bought 117 Edwards Lifesciences shares in Q3 2023, an estimated $9.4K.
  • Edwards Lifesciences made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #262 holding.
  • Steward Financial Group first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 6 quarters since.
  • Steward Financial Group's Edwards Lifesciences position peaked at $37K in Q1 2022.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.