Advisory Research’s Edwards Lifesciences EW Stock Holding History

Advisory Research’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
2020 Q1	–	Sell	-7,293	Closed	-$567K	–	301
2019 Q4	$567K	Sell	7,293 -1,368	-16%	-$107K	0.03%	234
2019 Q3	$635K	Sell	8,661 -2,337	-21%	-$164K	0.03%	231
2019 Q2	$677K	Sell	10,998 -711	-6%	-$43K	0.01%	282
2019 Q1	$747K	Sell	11,709 -2,733	-19%	-$156K	0.01%	260
2018 Q4	$737K	Buy	14,442 +345	+2%	+$17.5K	0.02%	266
2018 Q3	$818K	Sell	14,097 -13,989	-50%	-$684K	0.01%	272
2018 Q2	$1.36M	Sell	28,086 -5,328	-16%	-$249K	0.02%	245
2018 Q1	$1.55M	Buy	33,414 +20,799	+165%	+$903K	0.03%	232
2017 Q4	$474K	Sell	12,615 -6,321	-33%	-$232K	0.01%	340
2017 Q3	$690K	Sell	18,936 -29,934	-61%	-$1.14M	0.01%	337
2017 Q2	$1.93M	Buy	48,870 +1,329	+3%	+$48.5K	0.03%	230
2017 Q1	$1.49M	Sell	47,541 -11,253	-19%	-$352K	0.02%	285
2016 Q4	$1.84M	Buy	+58,794	New	+$1.9M	0.03%	219
2014 Q2	–	Sell	-5,940	Closed	-$73K	–	441
2014 Q1	$73K	Buy	+5,940	New	+$68.5K	﹤0.01%	386

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advisory Research's EW Position: Q1 2020 in Review

Advisory Research sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 7,293 shares — an estimated $567K sold.

Advisory Research first reported a position in EW in Q1 2014 and held it in 14 quarters. The position peaked at $1.93M in Q2 2017. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

Advisory Research reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
Advisory Research sold 7,293 Edwards Lifesciences shares in Q1 2020, an estimated $567K.
Advisory Research first reported a position in Edwards Lifesciences in Q1 2014 and held it in 14 quarters.
Advisory Research's Edwards Lifesciences position peaked at $1.93M in Q2 2017.
1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.