Carroll Financial Associates’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $483K | Buy |
3,704
+24
| +0.7% | +$2.8K | 0.03% | 256 |
|
|
2021
Q3 | $416K | Buy |
3,680
+21
| +0.6% | +$2.4K | 0.02% | 268 |
|
|
2021
Q2 | $378K | Buy |
3,659
+28
| +0.8% | +$2.64K | 0.02% | 288 |
|
|
2021
Q1 | $303K | Hold |
3,631
| – | – | 0.02% | 314 |
|
|
2020
Q4 | $331K | Hold |
3,631
| – | – | 0.02% | 284 |
|
|
2020
Q3 | $289K | Buy |
3,631
+85
| +2% | +$6.63K | 0.02% | 283 |
|
|
2020
Q2 | $245K | Sell |
3,546
-192
| -5% | -$13.6K | 0.02% | 305 |
|
|
2020
Q1 | $235K | Sell |
3,738
-2,193
| -37% | -$158K | 0.02% | 276 |
|
|
2019
Q4 | $461K | Buy |
5,931
+2,193
| +59% | +$171K | 0.04% | 230 |
|
|
2019
Q3 | $274K | Hold |
3,738
| – | – | 0.02% | 308 |
|
|
2019
Q2 | $230K | Sell |
3,738
-3,837
| -51% | -$232K | 0.02% | 327 |
|
|
2019
Q1 | $483K | Buy |
7,575
+4,029
| +114% | +$230K | 0.05% | 199 |
|
|
2018
Q4 | $176K | Hold |
3,546
| – | – | 0.02% | 284 |
|
|
2018
Q3 | $205K | Hold |
3,546
| – | – | 0.02% | 277 |
|
|
2018
Q2 | $172K | Buy |
3,546
+510
| +17% | +$23.8K | 0.02% | 296 |
|
|
2018
Q1 | $141K | Buy |
3,036
+480
| +19% | +$20.8K | 0.02% | 321 |
|
|
2017
Q4 | $96K | Hold |
2,556
| – | – | 0.01% | 383 |
|
|
2017
Q3 | $95K | Buy |
2,556
+156
| +7% | +$5.95K | 0.01% | 383 |
|
|
2017
Q2 | $94K | Hold |
2,400
| – | – | 0.01% | 387 |
|
|
2017
Q1 | $75K | Hold |
2,400
| – | – | 0.01% | 409 |
|
|
2016
Q4 | $74K | Hold |
2,400
| – | – | 0.01% | 396 |
|
|
2016
Q3 | $96K | Hold |
2,400
| – | – | 0.01% | 346 |
|
|
2016
Q2 | $79K | Hold |
2,400
| – | – | 0.01% | 366 |
|
|
2016
Q1 | $70K | Hold |
2,400
| – | – | 0.01% | 375 |
|
|
2015
Q4 | $63K | Hold |
2,400
| – | – | 0.01% | 365 |
|
|
2015
Q3 | $59K | Hold |
2,400
| – | – | 0.01% | 362 |
|
|
2015
Q2 | $57K | Hold |
2,400
| – | – | 0.01% | 343 |
|
|
2015
Q1 | $57K | Sell |
2,400
-54
| -2% | -$1.21K | 0.03% | 263 |
|
|
2014
Q4 | $55K | Hold |
2,454
| – | – | 0.04% | 233 |
|
|
2014
Q3 | $51K | Hold |
2,454
| – | – | 0.02% | 305 |
|
|
2014
Q2 | $35K | Hold |
2,454
| – | – | 0.01% | 376 |
|
|
2014
Q1 | $30K | Hold |
2,454
| – | – | 0.01% | 358 |
|
|
2013
Q4 | $26K | Hold |
2,454
| – | – | 0.01% | 378 |
|
|
2013
Q3 | $28K | Hold |
2,454
| – | – | 0.01% | 377 |
|
|
2013
Q2 | $27K | Buy |
+2,454
| New | +$29K | 0.01% | 295 |
|
Other funds holding EW
Carroll Financial Associates's EW Position: Q4 2021 in Review
Carroll Financial Associates increased its Edwards Lifesciences (EW) stake by 0.65% in Q4 2021, buying an estimated $2.8K and bringing the position to 3,704 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #256.
Carroll Financial Associates first reported a position in EW in Q2 2013 and has held it in 35 quarters since. 1,320 funds tracked by Wall St. Rank hold EW as of Q4 2021.
- Carroll Financial Associates held 3,704 shares of Edwards Lifesciences worth $483K as of Q4 2021.
- Carroll Financial Associates bought 24 Edwards Lifesciences shares in Q4 2021, an estimated $2.8K.
- Edwards Lifesciences made up 0.03% of Carroll Financial Associates's portfolio in Q4 2021, its #256 holding.
- Carroll Financial Associates first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 35 quarters since.
- 1,320 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.
Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.