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Dana Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Dana Investment Advisors’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
Q4 		– Sell
-2,301
Closed -$260K – 340
2021
Q3 		$260K Sell
2,301
-2,866
-55% -$327K 0.01% 297
2021
Q2 		$535K Sell
5,167
-276
-5% -$26K 0.02% 246
2021
Q1 		$455K Sell
5,443
-16,442
-75% -$1.39M 0.02% 257
2020
Q4 		$2M Sell
21,885
-2,187
-9% -$181K 0.1% 137
2020
Q3 		$1.92M Buy
24,072
+5,977
+33% +$466K 0.1% 115
2020
Q2 		$1.25M Sell
18,095
-355
-2% -$25.2K 0.07% 181
2020
Q1 		$1.16M Buy
+18,450
New +$1.33M 0.07% 158
2019
Q2 		– Sell
-69,003
Closed -$4.4M – 286
2019
Q1 		$4.4M Sell
69,003
-86,187
-56% -$4.92M 0.21% 90
2018
Q4 		$7.92M Sell
155,190
-7,875
-5% -$398K 0.4% 75
2018
Q3 		$9.46M Sell
163,065
-17,529
-10% -$857K 0.39% 77
2018
Q2 		$8.76M Buy
180,594
+91,062
+102% +$4.25M 0.38% 78
2018
Q1 		$4.16M Sell
89,532
-639
-0.7% -$27.7K 0.19% 105
2017
Q4 		$3.39M Buy
90,171
+7,785
+9% +$286K 0.15% 104
2017
Q3 		$3M Buy
82,386
+72,948
+773% +$2.78M 0.14% 109
2017
Q2 		$372K Buy
+9,438
New +$344K 0.02% 238
2017
Q1 		– Sell
-7,476
Closed -$234K – 291
2016
Q4 		$234K Buy
+7,476
New +$242K 0.01% 272

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dana Investment Advisors's EW Position: Q4 2021 in Review

Dana Investment Advisors sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 2,301 shares — an estimated $260K sold.

Dana Investment Advisors first reported a position in EW in Q4 2016 and held it in 16 quarters. The position peaked at $9.46M in Q3 2018. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Dana Investment Advisors reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
  • Dana Investment Advisors sold 2,301 Edwards Lifesciences shares in Q4 2021, an estimated $260K.
  • Dana Investment Advisors first reported a position in Edwards Lifesciences in Q4 2016 and held it in 16 quarters.
  • Dana Investment Advisors's Edwards Lifesciences position peaked at $9.46M in Q3 2018.
  • 1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Dana Investment Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.