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Tiedemann Advisors’s Edwards Lifesciences EW Stock Holding History

Tiedemann Advisors’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 		$349K Hold
5,032
– – 0.01% 205
2023
Q2 		$475K Buy
5,032
+238
+5% +$20.7K 0.02% 162
2023
Q1 		$397K Hold
4,794
– – 0.02% 174
2022
Q4 		$358K Hold
4,794
– – 0.02% 181
2022
Q3 		$396K Hold
4,794
– – 0.02% 162
2022
Q2 		$456K Sell
4,794
-277
-5% -$28.7K 0.03% 160
2022
Q1 		$596K Buy
5,071
+172
+4% +$19.3K 0.03% 176
2021
Q4 		$635K Sell
4,899
-5
-0.1% -$583 0.03% 170
2021
Q3 		$556K Sell
4,904
-2,262
-32% -$258K 0.03% 183
2021
Q2 		$742K Buy
7,166
+1,876
+35% +$177K 0.03% 194
2021
Q1 		$442K Buy
5,290
+210
+4% +$17.8K 0.02% 223
2020
Q4 		$463K Buy
5,080
+43
+0.9% +$3.57K 0.02% 209
2020
Q3 		$402K Sell
5,037
-462
-8% -$36K 0.02% 240
2020
Q2 		$380K Sell
5,499
-12
-0.2% -$853 0.02% 229
2020
Q1 		$346K Buy
5,511
+927
+20% +$66.9K 0.02% 223
2019
Q4 		$357K Sell
4,584
-1,482
-24% -$116K 0.02% 232
2019
Q3 		$444K Buy
6,066
+1,968
+48% +$138K 0.02% 228
2019
Q2 		$252K Sell
4,098
-24,720
-86% -$1.49M 0.01% 254
2019
Q1 		$1.84M Buy
28,818
+14,532
+102% +$829K 0.09% 144
2018
Q4 		$729K Buy
14,286
+10,206
+250% +$516K 0.04% 242
2018
Q3 		$237K Sell
4,080
-585
-13% -$28.6K 0.01% 280
2018
Q2 		$226K Sell
4,665
-6,339
-58% -$296K 0.01% 279
2018
Q1 		$512K Buy
+11,004
New +$478K 0.04% 197
2017
Q3 		– Sell
-107,397
Closed -$4.23M – 380
2017
Q2 		$4.23M Buy
107,397
+34,491
+47% +$1.26M 0.31% 63
2017
Q1 		$2.29M Buy
+72,906
New +$2.28M 0.19% 107

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

Tiedemann Advisors's EW Position: Q3 2023 in Review

Tiedemann Advisors held its Edwards Lifesciences (EW) position steady in Q3 2023 at 5,032 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #205.

Tiedemann Advisors first reported a position in EW in Q1 2017 and has held it in 25 quarters since. The position peaked at $4.23M in Q2 2017. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Tiedemann Advisors held 5,032 shares of Edwards Lifesciences worth $349K as of Q3 2023.
  • Tiedemann Advisors left its Edwards Lifesciences share count unchanged in Q3 2023.
  • Edwards Lifesciences made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #205 holding.
  • Tiedemann Advisors first reported a position in Edwards Lifesciences in Q1 2017 and has held it in 25 quarters since.
  • Tiedemann Advisors's Edwards Lifesciences position peaked at $4.23M in Q2 2017.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.