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Advisor Group’s Edwards Lifesciences EW Stock Holding History

Advisor 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
2019
Q4 		$4.41M Buy
56,739
+1,218
+2% +$95.1K 0.03% 452
2019
Q3 		$4.07M Sell
55,521
-18,216
-25% -$1.28M 0.03% 478
2019
Q2 		$4.54M Buy
73,737
+606
+0.8% +$36.6K 0.03% 425
2019
Q1 		$4.66M Buy
73,131
+4,515
+7% +$258K 0.04% 389
2018
Q4 		$3.5M Buy
68,616
+16,779
+32% +$849K 0.03% 415
2018
Q3 		$3.01M Buy
51,837
+14,466
+39% +$708K 0.03% 495
2018
Q2 		$1.81M Buy
37,371
+657
+2% +$30.7K 0.02% 584
2018
Q1 		$1.71M Sell
36,714
-3,390
-8% -$147K 0.02% 618
2017
Q4 		$1.51M Sell
40,104
-16,443
-29% -$603K 0.02% 678
2017
Q3 		$2.06M Sell
56,547
-258
-0.5% -$9.84K 0.03% 492
2017
Q2 		$2.24M Buy
56,805
+5,007
+10% +$183K 0.04% 441
2017
Q1 		$1.62M Sell
51,798
-9,222
-15% -$289K 0.03% 516
2016
Q4 		$1.91M Sell
61,020
-1,914
-3% -$62K 0.04% 439
2016
Q3 		$2.53M Buy
62,934
+4,815
+8% +$181K 0.06% 336
2016
Q2 		$1.93M Buy
+58,119
New +$1.99M 0.05% 392

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advisor Group's EW Position: Q4 2019 in Review

Advisor Group increased its Edwards Lifesciences (EW) stake by 2.2% in Q4 2019, buying an estimated $95.1K and bringing the position to 56,739 shares worth $4.41M. The position accounts for 0.03% of the portfolio, ranked #452.

Advisor Group first reported a position in EW in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.66M in Q1 2019. 1,093 funds tracked by Wall St. Rank hold EW as of Q4 2019.

  • Advisor Group held 56,739 shares of Edwards Lifesciences worth $4.41M as of Q4 2019.
  • Advisor Group bought 1,218 Edwards Lifesciences shares in Q4 2019, an estimated $95.1K.
  • Edwards Lifesciences made up 0.03% of Advisor Group's portfolio in Q4 2019, its #452 holding.
  • Advisor Group first reported a position in Edwards Lifesciences in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Edwards Lifesciences position peaked at $4.66M in Q1 2019.
  • 1,093 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.