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DIA
Dana Investment Advisors’s
Edwards Lifesciences
EW
Stock Holding History
Dana Investment Advisors’s Portfolio
EW Stock Details
EW Fund Activity
Bought
Maintained
Sold
Shares
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
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New York
$5.7T 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
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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