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Stiles Financial Services’s Edwards Lifesciences EW Stock Holding History

Stiles Financial Services’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
-3,070
Closed -$203K – 186
2024
Q3 		$203K Sell
3,070
-1,500
-33% -$109K 0.07% 182
2024
Q2 		$422K Sell
4,570
-165
-3% -$14.6K 0.16% 113
2024
Q1 		$452K Sell
4,735
-55
-1% -$4.62K 0.18% 112
2023
Q4 		$365K Sell
4,790
-2,050
-30% -$143K 0.17% 121
2023
Q3 		$474K Buy
6,840
+50
+0.7% +$4.02K 0.25% 101
2023
Q2 		$641K Buy
6,790
+150
+2% +$13K 0.32% 87
2023
Q1 		$549K Buy
6,640
+350
+6% +$27.5K 0.3% 94
2022
Q4 		$469K Sell
6,290
-75
-1% -$5.78K 0.27% 100
2022
Q3 		$526K Buy
6,365
+525
+9% +$50.5K 0.32% 86
2022
Q2 		$555K Sell
5,840
-85
-1% -$8.8K 0.33% 84
2022
Q1 		$697K Buy
5,925
+190
+3% +$21.3K 0.35% 80
2021
Q4 		$743K Buy
+5,735
New +$669K 0.36% 83

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stiles Financial Services's EW Position: Q4 2024 in Review

Stiles Financial Services sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 3,070 shares — an estimated $203K sold.

Stiles Financial Services first reported a position in EW in Q4 2021 and held it in 12 quarters. The position peaked at $743K in Q4 2021. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2024.

  • Stiles Financial Services reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
  • Stiles Financial Services sold 3,070 Edwards Lifesciences shares in Q4 2024, an estimated $203K.
  • Stiles Financial Services first reported a position in Edwards Lifesciences in Q4 2021 and held it in 12 quarters.
  • Stiles Financial Services's Edwards Lifesciences position peaked at $743K in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Stiles Financial Services's 13F filing for Q4 2024, filed 28 Jan 2025.