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Advisor Partners’s Edwards Lifesciences EW Stock Holding History

Advisor Partners’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
Q2 		$1.77M Sell
18,635
-4,591
-20% -$475K 0.12% 176
2022
Q1 		$2.73M Buy
23,226
+674
+3% +$75.6K 0.17% 113
2021
Q4 		$2.92M Sell
22,552
-897
-4% -$105K 0.18% 105
2021
Q3 		$2.65M Buy
23,449
+96
+0.4% +$11K 0.18% 105
2021
Q2 		$2.42M Sell
23,353
-183
-0.8% -$17.2K 0.16% 123
2021
Q1 		$1.97M Sell
23,536
-803
-3% -$67.9K 0.14% 148
2020
Q4 		$2.22M Sell
24,339
-328
-1% -$27.2K 0.17% 123
2020
Q3 		$1.97M Buy
24,667
+3,038
+14% +$237K 0.17% 117
2020
Q2 		$1.5M Sell
21,629
-532
-2% -$37.8K 0.14% 148
2020
Q1 		$1.39M Sell
22,161
-144
-0.6% -$10.4K 0.17% 127
2019
Q4 		$1.76M Buy
22,305
+72
+0.3% +$5.62K 0.18% 127
2019
Q3 		$1.63M Buy
22,233
+1,092
+5% +$76.7K 0.2% 111
2019
Q2 		$1.3M Sell
21,141
-282
-1% -$17.1K 0.16% 122
2019
Q1 		$1.37M Buy
21,423
+75
+0.4% +$4.28K 0.18% 111
2018
Q4 		$1.09M Buy
21,348
+1,569
+8% +$79.4K 0.17% 125
2018
Q3 		$1.15M Buy
19,779
+618
+3% +$30.2K 0.15% 129
2018
Q2 		$930K Buy
19,161
+789
+4% +$36.8K 0.16% 148
2018
Q1 		$854K Buy
18,372
+840
+5% +$36.5K 0.16% 144
2017
Q4 		$724K Buy
17,532
+207
+1% +$7.6K 0.13% 184
2017
Q3 		$631K Buy
17,325
+36
+0.2% +$1.37K 0.12% 181
2017
Q2 		$681K Buy
17,289
+2,604
+18% +$95K 0.16% 159
2017
Q1 		$460K Buy
14,685
+1,023
+7% +$32K 0.12% 211
2016
Q4 		$427K Buy
13,662
+1,065
+8% +$34.5K 0.13% 194
2016
Q3 		$506K Buy
12,597
+423
+3% +$15.9K 0.17% 148
2016
Q2 		$405K Buy
12,174
+315
+3% +$10.8K 0.14% 170
2016
Q1 		$349K Buy
11,859
+486
+4% +$13.4K 0.13% 191
2015
Q4 		$299K Buy
11,373
+69
+0.6% +$1.79K 0.1% 208
2015
Q3 		$268K Buy
11,304
+324
+3% +$7.82K 0.11% 213
2015
Q2 		$261K Hold
10,980
– – 0.1% 243
2015
Q1 		$261K Buy
10,980
+1,386
+14% +$31.1K 0.11% 244
2014
Q4 		$204K Buy
+9,594
New +$193K 0.09% 286

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's EW Position: Q2 2022 in Review

Advisor Partners reduced its Edwards Lifesciences (EW) stake by 20% in Q2 2022, selling an estimated $475K and leaving 18,635 shares worth $1.77M. The position accounts for 0.12% of the portfolio, ranked #176.

Advisor Partners first reported a position in EW in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.92M in Q4 2021. 1,273 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Advisor Partners held 18,635 shares of Edwards Lifesciences worth $1.77M as of Q2 2022.
  • Advisor Partners sold 4,591 Edwards Lifesciences shares in Q2 2022, an estimated $475K.
  • Edwards Lifesciences made up 0.12% of Advisor Partners's portfolio in Q2 2022, its #176 holding.
  • Advisor Partners first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 31 quarters since.
  • Advisor Partners's Edwards Lifesciences position peaked at $2.92M in Q4 2021.
  • 1,273 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.