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Edwards Lifesciences shares owned by Halpern Financial

Quarter-by-quarter ownership of Edwards Lifesciences (EW) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Edwards Lifesciences

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All positions including Edwards Lifesciences held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Edwards Lifesciences by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3k 57 93.02
2023-12-31 $4.2k 57 73.12
2023-09-30 $3.9k 57 69.28
2023-06-30 $5.4k 57 94.33
2020-06-30 $2.1k 30 69.10

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Ishares S&p 500 Value Etf Etf (IVE)
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Edwards Lifesciences

Vanguard Group
Alliancebernstein
Bank of New York Mellon
Wellington Management Company
Brown Advisory Holdings Incorporated
Norges Bank Investment Management
Jpmorgan Chase & Co
Fisher Investments
Amundi
Henderson Group
Legal & General Group
T. Rowe Price Associates
Wellcome Trust Limited, as Trustee of the Wellcome Trust
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft

View all funds holding Edwards Lifesciences