Aperio Group’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $44.6M | Sell |
488,596
-2,529
| -0.5% | -$210K | 0.13% | 148 |
|
|
2020
Q3 | $39.2M | Buy |
491,125
+5,425
| +1% | +$423K | 0.13% | 154 |
|
|
2020
Q2 | $33.6M | Buy |
485,700
+22,347
| +5% | +$1.59M | 0.12% | 170 |
|
|
2020
Q1 | $29.1M | Sell |
463,353
-12,345
| -3% | -$890K | 0.13% | 170 |
|
|
2019
Q4 | $37M | Buy |
475,698
+2,385
| +0.5% | +$186K | 0.13% | 169 |
|
|
2019
Q3 | $34.7M | Buy |
473,313
+47,079
| +11% | +$3.31M | 0.14% | 169 |
|
|
2019
Q2 | $26.2M | Buy |
426,234
+1,233
| +0.3% | +$74.6K | 0.11% | 214 |
|
|
2019
Q1 | $27.1M | Buy |
425,001
+33,243
| +8% | +$1.9M | 0.12% | 197 |
|
|
2018
Q4 | $20M | Buy |
391,758
+65,523
| +20% | +$3.32M | 0.1% | 231 |
|
|
2018
Q3 | $18.9M | Buy |
326,235
+16,755
| +5% | +$819K | 0.08% | 274 |
|
|
2018
Q2 | $15M | Buy |
309,480
+20,460
| +7% | +$955K | 0.07% | 311 |
|
|
2018
Q1 | $13.4M | Buy |
289,020
+39,669
| +16% | +$1.72M | 0.07% | 340 |
|
|
2017
Q4 | $9.37M | Buy |
249,351
+2,829
| +1% | +$104K | 0.05% | 437 |
|
|
2017
Q3 | $8.98M | Buy |
246,522
+13,368
| +6% | +$510K | 0.05% | 416 |
|
|
2017
Q2 | $9.19M | Buy |
233,154
+33,375
| +17% | +$1.22M | 0.06% | 398 |
|
|
2017
Q1 | $6.26M | Sell |
199,779
-2,229
| -1% | -$69.8K | 0.04% | 470 |
|
|
2016
Q4 | $6.31M | Sell |
202,008
-25,302
| -11% | -$820K | 0.05% | 425 |
|
|
2016
Q3 | $9.13M | Buy |
227,310
+13,647
| +6% | +$514K | 0.07% | 340 |
|
|
2016
Q2 | $7.1M | Buy |
213,663
+39,039
| +22% | +$1.34M | 0.06% | 394 |
|
|
2016
Q1 | $5.13M | Buy |
174,624
+42,996
| +33% | +$1.19M | 0.04% | 469 |
|
|
2015
Q4 | $3.46M | Buy |
131,628
+13,386
| +11% | +$348K | 0.03% | 568 |
|
|
2015
Q3 | $2.8M | Buy |
118,242
+15,330
| +15% | +$370K | 0.03% | 617 |
|
|
2015
Q2 | $2.44M | Buy |
102,912
+13,218
| +15% | +$298K | 0.03% | 653 |
|
|
2015
Q1 | $2.13M | Buy |
89,694
+13,830
| +18% | +$310K | 0.02% | 663 |
|
|
2014
Q4 | $1.61M | Buy |
75,864
+3,558
| +5% | +$71.5K | 0.02% | 721 |
|
|
2014
Q3 | $1.23M | Sell |
72,306
-486
| -0.7% | -$7.67K | 0.02% | 779 |
|
|
2014
Q2 | $1.04M | Buy |
72,792
+2,028
| +3% | +$27.5K | 0.02% | 834 |
|
|
2014
Q1 | $875K | Buy |
+70,764
| New | +$817K | 0.01% | 1069 |
|
|
2013
Q4 | – | Sell |
-69,618
| Closed | -$785K | – | 1078 |
|
|
2013
Q3 | $808K | Buy |
69,618
+31,908
| +85% | +$373K | 0.02% | 929 |
|
|
2013
Q2 | $422K | Buy |
+37,710
| New | +$446K | 0.01% | 1111 |
|
Other funds holding EW
Aperio Group's EW Position: Q4 2020 in Review
Aperio Group reduced its Edwards Lifesciences (EW) stake by 0.51% in Q4 2020, selling an estimated $210K and leaving 488,596 shares worth $44.6M. The position accounts for 0.13% of the portfolio, ranked #148.
Aperio Group first reported a position in EW in Q2 2013 and has held it in 30 quarters since. 1,159 funds tracked by Wall St. Rank hold EW as of Q4 2020.
- Aperio Group held 488,596 shares of Edwards Lifesciences worth $44.6M as of Q4 2020.
- Aperio Group sold 2,529 Edwards Lifesciences shares in Q4 2020, an estimated $210K.
- Edwards Lifesciences made up 0.13% of Aperio Group's portfolio in Q4 2020, its #148 holding.
- Aperio Group first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 30 quarters since.
- 1,159 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.