Concourse Financial Group Securities’s Edwards Lifesciences EW Stock Holding History

Concourse Financial Group Securities’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 Q2	–	Sell	-10,779	Closed	-$766K	–	2125
2020 Q1	$678K	Buy	+10,779	New	+$777K	0.07%	204
2019 Q2	–	Sell	-7,566	Closed	-$457K	–	2290
2019 Q1	$482K	Buy	7,566 +3,153	+71%	+$180K	0.05%	273
2018 Q4	$225K	Buy	4,413 +4,353	+7,255%	+$220K	0.03%	408
2018 Q3	$3K	Buy	+60	New	+$2.94K	﹤0.01%	1504

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Concourse Financial Group Securities's EW Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of Edwards Lifesciences (EW) in Q2 2020, closing a stake of 10,779 shares — an estimated $766K sold.

Concourse Financial Group Securities first reported a position in EW in Q3 2018 and held it in 4 quarters. The position peaked at $678K in Q1 2020. 1,048 funds tracked by Wall St. Rank hold EW as of Q2 2020.

Concourse Financial Group Securities reported no remaining Edwards Lifesciences position as of Q2 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 10,779 Edwards Lifesciences shares in Q2 2020, an estimated $766K.
Concourse Financial Group Securities first reported a position in Edwards Lifesciences in Q3 2018 and held it in 4 quarters.
Concourse Financial Group Securities's Edwards Lifesciences position peaked at $678K in Q1 2020.
1,048 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.