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Waldron Private Wealth’s Edwards Lifesciences EW Stock Holding History

Waldron Private Wealth’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
-2,946
Closed -$272K – 495
2024
Q2 		$272K Sell
2,946
-440
-13% -$39K 0.01% 332
2024
Q1 		$324K Sell
3,386
-87
-3% -$7.31K 0.01% 299
2023
Q4 		$265K Sell
3,473
-751
-18% -$52.3K 0.01% 335
2023
Q3 		$293K Buy
4,224
+80
+2% +$6.43K 0.02% 294
2023
Q2 		$391K Sell
4,144
-257
-6% -$22.3K 0.02% 259
2023
Q1 		$364K Buy
4,401
+231
+6% +$18.2K 0.02% 299
2022
Q4 		$344K Hold
4,170
– – 0.02% 286
2022
Q3 		$344K Buy
4,170
+411
+11% +$39.5K 0.02% 286
2022
Q2 		$357K Sell
3,759
-212
-5% -$21.9K 0.02% 280
2022
Q1 		$467K Buy
3,971
+301
+8% +$33.8K 0.02% 260
2021
Q4 		$475K Buy
3,670
+17
+0.5% +$1.98K 0.02% 254
2021
Q3 		$413K Buy
3,653
+893
+32% +$102K 0.02% 243
2021
Q2 		$285K Sell
2,760
-2
-0.1% -$189 0.02% 282
2021
Q1 		$231K Sell
2,762
-435
-14% -$36.8K 0.02% 276
2020
Q4 		$291K Buy
3,197
+416
+15% +$34.5K 0.02% 232
2020
Q3 		$221K Buy
+2,781
New +$217K 0.02% 244
2020
Q1 		– Sell
-2,817
Closed -$219K – 262
2019
Q4 		$219K Buy
+2,817
New +$220K 0.02% 247

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Waldron Private Wealth's EW Position: Q3 2024 in Review

Waldron Private Wealth sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,946 shares — an estimated $272K sold.

Waldron Private Wealth first reported a position in EW in Q4 2019 and held it in 17 quarters. The position peaked at $475K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Waldron Private Wealth reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 2,946 Edwards Lifesciences shares in Q3 2024, an estimated $272K.
  • Waldron Private Wealth first reported a position in Edwards Lifesciences in Q4 2019 and held it in 17 quarters.
  • Waldron Private Wealth's Edwards Lifesciences position peaked at $475K in Q4 2021.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Waldron Private Wealth's 13F filing for Q3 2024, filed 21 Oct 2024.