Sugarloaf Wealth Management’s Edwards Lifesciences EW Stock Holding History

Sugarloaf Wealth Management’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	-77	Closed	-$5.08K	–	696
2024 Q3	$5.08K	Buy	+77	New	+$5.59K	﹤0.01%	566
2022 Q4	–	Sell	-600	Closed	-$50K	–	811
2022 Q3	$50K	Hold	600	–	–	0.01%	283
2022 Q2	$57K	Hold	600	–	–	0.01%	264
2022 Q1	$71K	Hold	600	–	–	0.02%	233
2021 Q4	$78K	Hold	600	–	–	0.02%	229
2021 Q3	$68K	Hold	600	–	–	0.02%	233
2021 Q2	$62K	Hold	600	–	–	0.02%	248
2021 Q1	$50	Hold	600	–	–	0.01%	269
2020 Q4	$55K	Hold	600	–	–	0.02%	243
2020 Q3	$48K	Hold	600	–	–	0.02%	241
2020 Q2	$41K	Hold	600	–	–	0.02%	263
2020 Q1	$38K	Hold	600	–	–	0.02%	248
2019 Q4	$47K	Buy	+600	New	+$46.9K	0.02%	257

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's EW Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2024, closing a stake of 77 shares — an estimated $5.08K sold.

Sugarloaf Wealth Management first reported a position in EW in Q4 2019 and held it in 13 quarters. The position peaked at $78K in Q4 2021. 1,226 funds tracked by Wall St. Rank hold EW as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 77 Edwards Lifesciences shares in Q4 2024, an estimated $5.08K.
Sugarloaf Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's Edwards Lifesciences position peaked at $78K in Q4 2021.
1,226 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.