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The Family Firm’s Edwards Lifesciences EW Stock Holding History

The Family Firm’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
Q3 		– Sell
-1,103
Closed -$102K – 411
2024
Q2 		$102K Buy
+1,103
New +$97.7K 0.02% 270

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

The Family Firm's EW Position: Q3 2024 in Review

The Family Firm sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 1,103 shares — an estimated $102K sold.

The Family Firm first reported a position in EW in Q2 2024 and held it in 1 quarter. The position peaked at $102K in Q2 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • The Family Firm reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 1,103 Edwards Lifesciences shares in Q3 2024, an estimated $102K.
  • The Family Firm first reported a position in Edwards Lifesciences in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Edwards Lifesciences position peaked at $102K in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.