SEC 13F Intelligence

Endurance Wealth Management, Inc. / EW

Endurance Wealth Management, Inc.’s Edwards Lifesciences Corp Position

Does Endurance Wealth Management, Inc. own Edwards Lifesciences Corp (EW)? Yes231.1K shares worth $22M (+2.98% of its 13F portfolio) as of Q2 2023, down from 231.5K shares the prior filed quarter.

Position Value
$22M
Q2 2023
Shares
231.1K
% of Portfolio
+2.98%
Quarters Held
19
currently held

Position History EW

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $17MQ2 ’19: $16MQ3 ’19: $19MQ3 ’19Q4 ’19: $20MQ1 ’20: $16MQ2 ’20: $17MQ2 ’20Q3 ’20: $20MQ4 ’20: $22MQ1 ’21: $20MQ1 ’21Q2 ’21: $25MQ3 ’21: $27MQ4 ’21: $30MQ4 ’21Q1 ’22: $28MQ2 ’22: $22MQ3 ’22: $19MQ3 ’22Q4 ’22: $17MQ1 ’23: $19MQ2 ’23: $22MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023231.1K$22M+2.98%
Q1 2023231.5K$19M+2.71%
Q4 2022232.2K$17M+2.61%
Q3 2022234.7K$19M+3.20%
Q2 2022235.4K$22M+3.40%
Q1 2022236.0K$28M+3.59%
Q4 2021230.1K$30M+3.21%
Q3 2021235.5K$27M+2.97%
Q2 2021239.8K$25M+2.75%
Q1 2021241.8K$20M+2.38%
Q4 2020243.0K$22M+2.80%
Q3 2020244.4K$20M+2.87%
Q2 2020248.0K$17M+2.81%
Q1 202083.3K$16M+3.02%
Q4 201984.0K$20M+3.00%
Q3 201984.3K$19M+3.08%
Q2 201988.4K$16M+2.57%
Q1 201989.1K$17M+2.79%
Q4 201890.9K$14M+2.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Endurance Wealth Management, Inc.’s full portfolio or all institutional holders of EW.