Beaton Management Company’s Edwards Lifesciences EW Stock Holding History

Beaton Management Company’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	-2,625	Closed	-$250K	–	127
2022 Q2	$250K	Hold	2,625	–	–	0.18%	113
2022 Q1	$309K	Hold	2,625	–	–	0.19%	109
2021 Q4	$340K	Hold	2,625	–	–	0.2%	104
2021 Q3	$297K	Hold	2,625	–	–	0.2%	108
2021 Q2	$272K	Hold	2,625	–	–	0.17%	120
2021 Q1	$220K	Sell	2,625 -200	-7%	-$16.9K	0.15%	128
2020 Q4	$258K	Sell	2,825 -175	-6%	-$14.5K	0.19%	106
2020 Q3	$239K	Hold	3,000	–	–	0.2%	104
2020 Q2	$207K	Buy	+3,000	New	+$213K	0.18%	107
2020 Q1	–	Sell	-3,000	Closed	-$233K	–	112
2019 Q4	$233K	Hold	3,000	–	–	0.18%	110
2019 Q3	$220K	Buy	+3,000	New	+$211K	0.18%	115

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

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

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

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

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

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

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

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

Beaton Management Company's EW Position: Q3 2022 in Review

Beaton Management Company sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 2,625 shares — an estimated $250K sold.

Beaton Management Company first reported a position in EW in Q3 2019 and held it in 11 quarters. The position peaked at $340K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

Beaton Management Company reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
Beaton Management Company sold 2,625 Edwards Lifesciences shares in Q3 2022, an estimated $250K.
Beaton Management Company first reported a position in Edwards Lifesciences in Q3 2019 and held it in 11 quarters.
Beaton Management Company's Edwards Lifesciences position peaked at $340K in Q4 2021.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

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