Advantage Investment Management’s Edwards Lifesciences EW Stock Holding History

Advantage Investment Management’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
2019 Q3	$334K	Buy	4,554 +21	+0.5%	+$1.48K	0.26%	68
2019 Q2	$279K	Sell	4,533 -75	-2%	-$4.54K	0.21%	100
2019 Q1	$294K	Sell	4,608 -42	-0.9%	-$2.4K	0.23%	81
2018 Q4	$237K	Hold	4,650	–	–	0.18%	95
2018 Q3	$270K	Buy	4,650 +390	+9%	+$19.1K	0.18%	101
2018 Q2	$207K	Hold	4,260	–	–	0.15%	122
2018 Q1	$198K	Hold	4,260	–	–	0.08%	158
2017 Q4	$160K	Hold	4,260	–	–	0.05%	201
2017 Q3	$155K	Sell	4,260 -300	-7%	-$11.4K	0.05%	194
2017 Q2	$180K	Hold	4,560	–	–	0.06%	173
2017 Q1	$143K	Sell	4,560 -72	-2%	-$2.25K	0.06%	178
2016 Q4	$145K	Buy	+4,632	New	+$150K	0.05%	177
2015 Q2	–	Sell	-810	Closed	-$19K	–	865
2015 Q1	$19K	Buy	810 +210	+35%	+$4.71K	0.01%	481
2014 Q4	$13K	Buy	+600	New	+$12.1K	0.01%	484

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advantage Investment Management's EW Position: Q3 2019 in Review

Advantage Investment Management increased its Edwards Lifesciences (EW) stake by 0.46% in Q3 2019, buying an estimated $1.48K and bringing the position to 4,554 shares worth $334K. The position accounts for 0.26% of the portfolio, ranked #68.

Advantage Investment Management first reported a position in EW in Q4 2014 and has held it in 14 quarters since. 964 funds tracked by Wall St. Rank hold EW as of Q3 2019.

Advantage Investment Management held 4,554 shares of Edwards Lifesciences worth $334K as of Q3 2019.
Advantage Investment Management bought 21 Edwards Lifesciences shares in Q3 2019, an estimated $1.48K.
Edwards Lifesciences made up 0.26% of Advantage Investment Management's portfolio in Q3 2019, its #68 holding.
Advantage Investment Management first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 14 quarters since.
964 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.