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Berman Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Berman Capital Advisors’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
Q3 		$568K Buy
5,029
+1,773
+54% +$202K 0.09% 122
2021
Q2 		$335K Buy
3,256
+1,162
+55% +$110K 0.05% 165
2021
Q1 		$174K Buy
2,094
+386
+23% +$32.6K 0.04% 207
2020
Q4 		$155K Buy
1,708
+124
+8% +$10.3K 0.04% 197
2020
Q3 		$126K Sell
1,584
-94
-6% -$7.33K 0.04% 196
2020
Q2 		$115K Buy
1,678
+40
+2% +$2.84K 0.03% 206
2020
Q1 		$101K Buy
1,638
+210
+15% +$15.1K 0.03% 191
2019
Q4 		$110K Buy
1,428
+78
+6% +$6.09K 0.03% 213
2019
Q3 		$98K Buy
1,350
+18
+1% +$1.26K 0.03% 211
2019
Q2 		$81K Buy
1,332
+303
+29% +$18.3K 0.03% 233
2019
Q1 		$65K Buy
1,029
+240
+30% +$13.7K 0.02% 244
2018
Q4 		$39K Buy
+789
New +$39.9K 0.02% 279

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Berman Capital Advisors's EW Position: Q3 2021 in Review

Berman Capital Advisors increased its Edwards Lifesciences (EW) stake by 54% in Q3 2021, buying an estimated $202K and bringing the position to 5,029 shares worth $568K. The position accounts for 0.09% of the portfolio, ranked #122.

Berman Capital Advisors first reported a position in EW in Q4 2018 and has held it in 12 quarters since. 1,228 funds tracked by Wall St. Rank hold EW as of Q3 2021.

  • Berman Capital Advisors held 5,029 shares of Edwards Lifesciences worth $568K as of Q3 2021.
  • Berman Capital Advisors bought 1,773 Edwards Lifesciences shares in Q3 2021, an estimated $202K.
  • Edwards Lifesciences made up 0.09% of Berman Capital Advisors's portfolio in Q3 2021, its #122 holding.
  • Berman Capital Advisors first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 12 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.