Ativo Capital Management’s Edwards Lifesciences EW Stock Holding History

Ativo 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 Q3	–	Sell	-13,379	Closed	-$1.27M	–	79
2022 Q2	$1.27M	Hold	13,379	–	–	0.86%	38
2022 Q1	$1.57M	Sell	13,379 -500	-4%	-$56.1K	0.81%	44
2021 Q4	$1.8M	Buy	13,879 +250	+2%	+$29.2K	0.8%	36
2021 Q3	$1.54M	Buy	13,629 +272	+2%	+$31K	0.72%	47
2021 Q2	$1.38M	Sell	13,357 -3	-0%	-$283	0.59%	78
2021 Q1	$1.12M	Buy	13,360 +115	+0.9%	+$9.72K	0.47%	93
2020 Q4	$1.21M	Hold	13,245	–	–	0.52%	76
2020 Q3	$1.06M	Sell	13,245 -4,013	-23%	-$313K	0.51%	76
2020 Q2	$1.19M	Buy	+17,258	New	+$1.23M	0.65%	58

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ativo Capital Management's EW Position: Q3 2022 in Review

Ativo Capital Management sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 13,379 shares — an estimated $1.27M sold.

Ativo Capital Management first reported a position in EW in Q2 2020 and held it in 9 quarters. The position peaked at $1.8M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

Ativo Capital Management reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
Ativo Capital Management sold 13,379 Edwards Lifesciences shares in Q3 2022, an estimated $1.27M.
Ativo Capital Management first reported a position in Edwards Lifesciences in Q2 2020 and held it in 9 quarters.
Ativo Capital Management's Edwards Lifesciences position peaked at $1.8M in Q4 2021.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Ativo Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.