Convergence Investment Partners’s Edwards Lifesciences EW Stock Holding History

Convergence Investment Partners’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
2018 Q2	–	Sell	-126	Closed	-$6K	–	509
2018 Q1	$6K	Buy	+126	New	+$5.47K	﹤0.01%	790
2015 Q1	–	Sell	-78,540	Closed	-$1.67M	–	377
2014 Q4	$1.67M	Sell	78,540 -104,880	-57%	-$2.11M	0.22%	159
2014 Q3	$3.12M	Buy	+183,420	New	+$2.9M	0.43%	68
2014 Q2	–	Sell	-69,000	Closed	-$853K	–	387
2014 Q1	$853K	Hold	69,000	–	–	0.13%	222
2013 Q4	$756K	Sell	69,000 -33,258	-33%	-$375K	0.12%	203
2013 Q3	$1.19M	Buy	+102,258	New	+$1.2M	0.25%	133

Other funds holding EW

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Norges Bank Oslo, Norway $1T AUM

Convergence Investment Partners's EW Position: Q2 2018 in Review

Convergence Investment Partners sold out of Edwards Lifesciences (EW) in Q2 2018, closing a stake of 126 shares — an estimated $6K sold.

Convergence Investment Partners first reported a position in EW in Q3 2013 and held it in 6 quarters. The position peaked at $3.12M in Q3 2014. 838 funds tracked by Wall St. Rank hold EW as of Q2 2018.

Convergence Investment Partners reported no remaining Edwards Lifesciences position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 126 Edwards Lifesciences shares in Q2 2018, an estimated $6K.
Convergence Investment Partners first reported a position in Edwards Lifesciences in Q3 2013 and held it in 6 quarters.
Convergence Investment Partners's Edwards Lifesciences position peaked at $3.12M in Q3 2014.
838 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.