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AIM
Assured Investment Management’s
Edwards Lifesciences
EW
Stock Holding History
Assured Investment Management’s Portfolio
EW Stock Details
EW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-3,435
Closed
-$175K
–
1198
2018
Q4
$175K
Buy
+3,435
New
+$174K
0.01%
906
2018
Q3
–
Sell
-19,902
Closed
-$966K
–
1206
2018
Q2
$966K
Sell
19,902
-30,138
-60%
-$1.41M
0.02%
572
2018
Q1
$2.33M
Buy
+50,040
New
+$2.17M
0.07%
327
2017
Q2
–
Sell
-34,284
Closed
-$1.07M
–
629
2017
Q1
$1.07M
Buy
+34,284
New
+$1.07M
0.04%
285
2016
Q3
–
Sell
-2,916
Closed
-$97K
–
625
2016
Q2
$97K
Buy
+2,916
New
+$99.8K
﹤0.01%
538
2015
Q4
–
Sell
-4,212
Closed
-$100K
–
661
2015
Q3
$100K
Buy
+4,212
New
+$102K
﹤0.01%
553
2015
Q2
–
Sell
-2,124
Closed
-$50K
–
670
2015
Q1
$50K
Buy
+2,124
New
+$47.6K
﹤0.01%
564
Other funds holding EW
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sands Capital Management
Arlington, Virginia
$25.5B AUM
26.46%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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