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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 $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

Welch Group's EW Position: Q3 2024 in Review

Welch Group sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 2,453 shares — an estimated $227K sold.

Welch Group first reported a position in EW in Q2 2021 and held it in 10 quarters. The position peaked at $320K in Q4 2021. 1,194 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Welch Group reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Welch Group sold 2,453 Edwards Lifesciences shares in Q3 2024, an estimated $227K.
  • Welch Group first reported a position in Edwards Lifesciences in Q2 2021 and held it in 10 quarters.
  • Welch Group's Edwards Lifesciences position peaked at $320K in Q4 2021.
  • 1,194 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Welch Group's 13F filing for Q3 2024, filed 24 Oct 2024.