5L
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55I LLC’s Edwards Lifesciences EW Stock Holding History

55I LLC’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
2022
Q3 		$807K Buy
9,765
+4,469
+84% +$430K 0.02% 295
2022
Q2 		$504K Buy
5,296
+1,314
+33% +$136K 0.01% 352
2022
Q1 		$469K Sell
3,982
-177
-4% -$19.9K 0.01% 364
2021
Q4 		$538K Buy
4,159
+897
+27% +$105K 0.01% 337
2021
Q3 		$369K Sell
3,262
-502
-13% -$57.3K 0.01% 370
2021
Q2 		$390K Buy
3,764
+111
+3% +$10.5K 0.01% 293
2021
Q1 		$306K Hold
3,653
– – 0.02% 257
2020
Q4 		$333K Buy
+3,653
New +$303K 0.02% 193

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

55I LLC's EW Position: Q3 2022 in Review

55I LLC increased its Edwards Lifesciences (EW) stake by 84% in Q3 2022, buying an estimated $430K and bringing the position to 9,765 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #295.

55I LLC first reported a position in EW in Q4 2020 and has held it in 8 quarters since. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • 55I LLC held 9,765 shares of Edwards Lifesciences worth $807K as of Q3 2022.
  • 55I LLC bought 4,469 Edwards Lifesciences shares in Q3 2022, an estimated $430K.
  • Edwards Lifesciences made up 0.02% of 55I LLC's portfolio in Q3 2022, its #295 holding.
  • 55I LLC first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 8 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.