Avalon Investment & Advisory’s Edwards Lifesciences EW Stock Holding History

Avalon Investment & Advisory’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 Q4	–	Sell	-3,109	Closed	-$248K	–	339
2020 Q3	$248K	Sell	3,109 -227	-7%	-$17.7K	0.01%	306
2020 Q2	$231K	Sell	3,336 -1,638	-33%	-$116K	0.01%	282
2020 Q1	$313K	Sell	4,974 -214,815	-98%	-$15.5M	0.01%	276
2019 Q4	$17.1M	Sell	219,789 -12,783	-5%	-$998K	0.35%	86
2019 Q3	$17M	Sell	232,572 -19,470	-8%	-$1.37M	0.38%	88
2019 Q2	$15.5M	Sell	252,042 -27,726	-10%	-$1.68M	0.34%	100
2019 Q1	$17.8M	Sell	279,768 -471	-0.2%	-$26.9K	0.41%	79
2018 Q4	$14.3M	Buy	280,239 +11,085	+4%	+$561K	0.37%	79
2018 Q3	$15.6M	Sell	269,154 -1,545	-0.6%	-$75.6K	0.44%	75
2018 Q2	$13.1M	Sell	270,699 -5,079	-2%	-$237K	0.39%	92
2018 Q1	$12.8M	Buy	+275,778	New	+$12M	0.4%	94

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

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

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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Avalon Investment & Advisory's EW Position: Q4 2020 in Review

Avalon Investment & Advisory sold out of Edwards Lifesciences (EW) in Q4 2020, closing a stake of 3,109 shares — an estimated $248K sold.

Avalon Investment & Advisory first reported a position in EW in Q1 2018 and held it in 11 quarters. The position peaked at $17.8M in Q1 2019. 1,158 funds tracked by Wall St. Rank hold EW as of Q4 2020.

Avalon Investment & Advisory reported no remaining Edwards Lifesciences position as of Q4 2020 after selling out during the quarter.
Avalon Investment & Advisory sold 3,109 Edwards Lifesciences shares in Q4 2020, an estimated $248K.
Avalon Investment & Advisory first reported a position in Edwards Lifesciences in Q1 2018 and held it in 11 quarters.
Avalon Investment & Advisory's Edwards Lifesciences position peaked at $17.8M in Q1 2019.
1,158 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2020.

Based on Avalon Investment & Advisory's 13F filing for Q4 2020, filed 8 Feb 2021.