CSat Investment Advisory’s Edwards Lifesciences EW Stock Holding History

CSat Investment Advisory’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 Q1	$16K	Buy	195 +68	+54%	+$5.75K	0.01%	405
2020 Q4	$12K	Sell	127 -3,437	-96%	-$285K	0.01%	415
2020 Q3	$284K	Buy	3,564 +381	+12%	+$29.7K	0.03%	227
2020 Q2	$220K	Buy	3,183 +318	+11%	+$22.6K	0.03%	287
2020 Q1	$180K	Buy	2,865 +1,044	+57%	+$75.3K	0.04%	256
2019 Q4	$141K	Buy	1,821 +471	+35%	+$36.8K	0.04%	290
2019 Q3	$99K	Buy	1,350 +138	+11%	+$9.69K	0.03%	315
2019 Q2	$75K	Buy	1,212 +1,065	+724%	+$64.4K	0.03%	352
2019 Q1	$9K	Buy	147 +6	+4%	+$342	﹤0.01%	441
2018 Q4	$7K	Hold	141	–	–	﹤0.01%	454
2018 Q3	$8K	Buy	141 +21	+18%	+$1.03K	﹤0.01%	405
2018 Q2	$6K	Buy	+120	New	+$5.6K	﹤0.01%	433

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

CSat Investment Advisory's EW Position: Q1 2021 in Review

CSat Investment Advisory increased its Edwards Lifesciences (EW) stake by 54% in Q1 2021, buying an estimated $5.75K and bringing the position to 195 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #405.

CSat Investment Advisory first reported a position in EW in Q2 2018 and has held it in 12 quarters since. The position peaked at $284K in Q3 2020. 1,144 funds tracked by Wall St. Rank hold EW as of Q1 2021.

CSat Investment Advisory held 195 shares of Edwards Lifesciences worth $16K as of Q1 2021.
CSat Investment Advisory bought 68 Edwards Lifesciences shares in Q1 2021, an estimated $5.75K.
Edwards Lifesciences made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #405 holding.
CSat Investment Advisory first reported a position in Edwards Lifesciences in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Edwards Lifesciences position peaked at $284K in Q3 2020.
1,144 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.