DBRC
EW icon

D.B. Root & Company’s Edwards Lifesciences EW Stock Holding History

D.B. Root & Company’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
2022
Q2 		– Sell
-1,933
Closed -$227K – 172
2022
Q1 		$227K Buy
1,933
+3
+0.2% +$337 0.08% 170
2021
Q4 		$250K Buy
1,930
+1
+0.1% +$117 0.09% 169
2021
Q3 		$218K Buy
+1,929
New +$220K 0.09% 185

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.B. Root & Company's EW Position: Q2 2022 in Review

D.B. Root & Company sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,933 shares — an estimated $227K sold.

D.B. Root & Company first reported a position in EW in Q3 2021 and held it in 3 quarters. The position peaked at $250K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • D.B. Root & Company reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • D.B. Root & Company sold 1,933 Edwards Lifesciences shares in Q2 2022, an estimated $227K.
  • D.B. Root & Company first reported a position in Edwards Lifesciences in Q3 2021 and held it in 3 quarters.
  • D.B. Root & Company's Edwards Lifesciences position peaked at $250K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on D.B. Root & Company's 13F filing for Q2 2022, filed 21 Jul 2022.