TCTC Holdings’s Edwards Lifesciences EW Stock Holding History

TCTC Holdings’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 Q2	–	Sell	-70	Closed	-$6.69K	–	554
2024 Q1	$6.69K	Buy	+70	New	+$5.88K	﹤0.01%	460
2023 Q3	–	Sell	-1,200	Closed	-$113K	–	455
2023 Q2	$113K	Hold	1,200	–	–	﹤0.01%	221
2023 Q1	$99.3K	Hold	1,200	–	–	﹤0.01%	240
2022 Q4	$89.5K	Hold	1,200	–	–	﹤0.01%	231
2022 Q3	$99K	Hold	1,200	–	–	﹤0.01%	215
2022 Q2	$114K	Hold	1,200	–	–	0.01%	213
2022 Q1	$141K	Hold	1,200	–	–	0.01%	211
2021 Q4	$155K	Hold	1,200	–	–	0.01%	220
2021 Q3	$136K	Hold	1,200	–	–	0.01%	215
2021 Q2	$124K	Hold	1,200	–	–	0.01%	210
2021 Q1	$100K	Hold	1,200	–	–	﹤0.01%	227
2020 Q4	$109K	Hold	1,200	–	–	0.01%	205
2020 Q3	$96K	Hold	1,200	–	–	0.01%	205
2020 Q2	$83K	Buy	+1,200	New	+$85.3K	﹤0.01%	210

Other funds holding EW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group

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

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM