Barometer Capital Management’s Edwards Lifesciences EW Stock Holding History

Barometer 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
2021 Q4	–	Sell	-70,960	Closed	-$8.03M	–	134
2021 Q3	$8.03M	Buy	+70,960	New	+$8.1M	1.55%	23
2020 Q4	–	Sell	-6,145	Closed	-$490K	–	163
2020 Q3	$490K	Buy	+6,145	New	+$479K	0.1%	109
2020 Q1	–	Sell	-4,500	Closed	-$350K	–	108
2019 Q4	$350K	Sell	4,500 -46,500	-91%	-$3.63M	0.06%	125
2019 Q3	$3.74M	Buy	51,000 +42,900	+530%	+$3.01M	0.4%	66
2019 Q2	$499K	Sell	8,100 -62,475	-89%	-$3.78M	0.06%	115
2019 Q1	$4.5M	Sell	70,575 -6,015	-8%	-$343K	0.51%	61
2018 Q4	$3.91M	Sell	76,590 -94,710	-55%	-$4.79M	0.8%	43
2018 Q3	$9.94M	Sell	171,300 -33,000	-16%	-$1.61M	0.77%	40
2018 Q2	$9.91M	Buy	204,300 +82,200	+67%	+$3.84M	0.83%	36
2018 Q1	$5.68M	Buy	+122,100	New	+$5.3M	0.48%	70
2016 Q4	–	Sell	-283,650	Closed	-$11.4M	–	143
2016 Q3	$11.4M	Buy	283,650 +251,250	+775%	+$9.46M	1.27%	32
2016 Q2	$1.08M	Sell	32,400 -5,400	-14%	-$185K	0.11%	110
2016 Q1	$1.11M	Buy	+37,800	New	+$1.04M	0.11%	103

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barometer Capital Management's EW Position: Q4 2021 in Review

Barometer Capital Management sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 70,960 shares — an estimated $8.03M sold.

Barometer Capital Management first reported a position in EW in Q1 2016 and held it in 13 quarters. The position peaked at $11.4M in Q3 2016. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

Barometer Capital Management reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
Barometer Capital Management sold 70,960 Edwards Lifesciences shares in Q4 2021, an estimated $8.03M.
Barometer Capital Management first reported a position in Edwards Lifesciences in Q1 2016 and held it in 13 quarters.
Barometer Capital Management's Edwards Lifesciences position peaked at $11.4M in Q3 2016.
1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Barometer Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.