Disciplined Growth Investors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,745
| Closed | -$250K | – | 81 |
|
|
2020
Q4 | $250K | Sell |
2,745
-656,754
| -100% | -$54.5M | ﹤0.01% | 77 |
|
|
2020
Q3 | $52.6M | Sell |
659,499
-52,417
| -7% | -$4.09M | 1.23% | 32 |
|
|
2020
Q2 | $49.2M | Sell |
711,916
-305,936
| -30% | -$21.7M | 1.19% | 34 |
|
|
2020
Q1 | $64M | Sell |
1,017,852
-1,744,506
| -63% | -$126M | 1.46% | 27 |
|
|
2019
Q4 | $215M | Sell |
2,762,358
-1,474,479
| -35% | -$115M | 3.54% | 7 |
|
|
2019
Q3 | $311M | Sell |
4,236,837
-1,033,548
| -20% | -$72.6M | 5.75% | 1 |
|
|
2019
Q2 | $325M | Sell |
5,270,385
-291,111
| -5% | -$17.6M | 6.04% | 1 |
|
|
2019
Q1 | $355M | Sell |
5,561,496
-183,837
| -3% | -$10.5M | 6.22% | 1 |
|
|
2018
Q4 | $293M | Sell |
5,745,333
-445,779
| -7% | -$22.6M | 6.05% | 1 |
|
|
2018
Q3 | $359M | Buy |
6,191,112
+109,254
| +2% | +$5.34M | 6.02% | 2 |
|
|
2018
Q2 | $295M | Sell |
6,081,858
-85,344
| -1% | -$3.98M | 5.45% | 2 |
|
|
2018
Q1 | $287M | Sell |
6,167,202
-181,155
| -3% | -$7.87M | 5.64% | 1 |
|
|
2017
Q4 | $239M | Buy |
6,348,357
+35,025
| +0.6% | +$1.29M | 4.7% | 1 |
|
|
2017
Q3 | $230M | Sell |
6,313,332
-58,575
| -0.9% | -$2.23M | 4.82% | 1 |
|
|
2017
Q2 | $251M | Sell |
6,371,907
-22,932
| -0.4% | -$837K | 5.24% | 1 |
|
|
2017
Q1 | $201M | Sell |
6,394,839
-47,265
| -0.7% | -$1.48M | 4.47% | 2 |
|
|
2016
Q4 | $201M | Sell |
6,442,104
-410,133
| -6% | -$13.3M | 4.6% | 2 |
|
|
2016
Q3 | $275M | Sell |
6,852,237
-148,590
| -2% | -$5.6M | 6.54% | 1 |
|
|
2016
Q2 | $233M | Buy |
7,000,827
+17,625
| +0.3% | +$603K | 5.85% | 1 |
|
|
2016
Q1 | $205M | Sell |
6,983,202
-247,320
| -3% | -$6.82M | 5.22% | 1 |
|
|
2015
Q4 | $190M | Sell |
7,230,522
-186,960
| -3% | -$4.86M | 4.79% | 1 |
|
|
2015
Q3 | $176M | Buy |
7,417,482
+57,660
| +0.8% | +$1.39M | 4.5% | 3 |
|
|
2015
Q2 | $175M | Buy |
7,359,822
+34,950
| +0.5% | +$789K | 4.22% | 3 |
|
|
2015
Q1 | $174M | Sell |
7,324,872
-811,590
| -10% | -$18.2M | 4.09% | 3 |
|
|
2014
Q4 | $173M | Sell |
8,136,462
-193,104
| -2% | -$3.88M | 4.1% | 4 |
|
|
2014
Q3 | $142M | Buy |
8,329,566
+58,350
| +0.7% | +$921K | 3.64% | 6 |
|
|
2014
Q2 | $118M | Sell |
8,271,216
-348,426
| -4% | -$4.72M | 3.09% | 9 |
|
|
2014
Q1 | $107M | Buy |
8,619,642
+318,600
| +4% | +$3.68M | 2.71% | 9 |
|
|
2013
Q4 | $91M | Buy |
8,301,042
+441,438
| +6% | +$4.98M | 2.37% | 13 |
|
|
2013
Q3 | $91.2M | Buy |
7,859,604
+161,310
| +2% | +$1.89M | 2.66% | 12 |
|
|
2013
Q2 | $86.2M | Buy |
+7,698,294
| New | +$91.1M | 2.79% | 11 |
|
Other funds holding EW
Disciplined Growth Investors's EW Position: Q1 2021 in Review
Disciplined Growth Investors sold out of Edwards Lifesciences (EW) in Q1 2021, closing a stake of 2,745 shares — an estimated $250K sold.
Disciplined Growth Investors first reported a position in EW in Q2 2013 and held it in 31 quarters. The position peaked at $359M in Q3 2018. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.
- Disciplined Growth Investors reported no remaining Edwards Lifesciences position as of Q1 2021 after selling out during the quarter.
- Disciplined Growth Investors sold 2,745 Edwards Lifesciences shares in Q1 2021, an estimated $250K.
- Disciplined Growth Investors first reported a position in Edwards Lifesciences in Q2 2013 and held it in 31 quarters.
- Disciplined Growth Investors's Edwards Lifesciences position peaked at $359M in Q3 2018.
- 1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.
Based on Disciplined Growth Investors's 13F filing for Q1 2021, filed 17 May 2021.