WG
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Welch Group’s Edwards Lifesciences EW Stock Holding History

Welch Group’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
-2,453
Closed -$227K – 274
2024
Q2 		$227K Hold
2,453
– – 0.01% 228
2024
Q1 		$234K Buy
+2,453
New +$206K 0.01% 200
2023
Q3 		– Sell
-2,453
Closed -$231K – 217
2023
Q2 		$231K Hold
2,453
– – 0.01% 186
2023
Q1 		$203K Buy
+2,453
New +$193K 0.01% 202
2022
Q4 		– Sell
-2,453
Closed -$203K – 221
2022
Q3 		$203K Hold
2,453
– – 0.01% 168
2022
Q2 		$233K Hold
2,453
– – 0.01% 177
2022
Q1 		$289K Sell
2,453
-15
-0.6% -$1.68K 0.02% 168
2021
Q4 		$320K Buy
2,468
+15
+0.6% +$1.75K 0.02% 163
2021
Q3 		$278K Buy
2,453
+493
+25% +$56.3K 0.02% 153
2021
Q2 		$203K Buy
+1,960
New +$185K 0.01% 184

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $43.1B AUM 23.42% 1-Year Est. Return