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Advisors Capital Management’s Edwards Lifesciences EW Stock Holding History

Advisors Capital 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
2022
Q4 		– Sell
-3,052
Closed -$224K – 448
2022
Q3 		$224K Sell
3,052
-35
-1% -$3.37K 0.01% 430
2022
Q2 		$294K Buy
3,087
+438
+17% +$45.3K 0.01% 363
2022
Q1 		$312K Sell
2,649
-249
-9% -$27.9K 0.01% 363
2021
Q4 		$375K Buy
2,898
+177
+7% +$20.6K 0.01% 340
2021
Q3 		$308K Buy
2,721
+409
+18% +$46.7K 0.01% 351
2021
Q2 		$239K Buy
+2,312
New +$218K 0.01% 358
2021
Q1 		– Sell
-2,406
Closed -$219K – 372
2020
Q4 		$219K Buy
+2,406
New +$200K 0.01% 324
2020
Q1 		– Sell
-3,258
Closed -$253K – 293
2019
Q4 		$253K Buy
+3,258
New +$254K 0.01% 298

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisors Capital Management's EW Position: Q4 2022 in Review

Advisors Capital Management sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 3,052 shares — an estimated $224K sold.

Advisors Capital Management first reported a position in EW in Q4 2019 and held it in 8 quarters. The position peaked at $375K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Advisors Capital Management reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Advisors Capital Management sold 3,052 Edwards Lifesciences shares in Q4 2022, an estimated $224K.
  • Advisors Capital Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 8 quarters.
  • Advisors Capital Management's Edwards Lifesciences position peaked at $375K in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Advisors Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.