AR
EW icon

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
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return