Dixon Hubard Feinour & Brown’s Edwards Lifesciences EW Stock Holding History

Dixon Hubard Feinour & Brown’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	$360K	Sell	3,783 -90	-2%	-$9.32K	0.04%	222
2022 Q1	$456K	Sell	3,873 -100	-3%	-$11.2K	0.05%	226
2021 Q4	$515K	Buy	3,973 +1,067	+37%	+$124K	0.05%	208
2021 Q3	$329K	Buy	2,906 +15	+0.5%	+$1.71K	0.07%	143
2021 Q2	$299K	Sell	2,891 -160	-5%	-$15.1K	0.06%	155
2021 Q1	$255K	Buy	+3,051	New	+$258K	0.03%	177
2020 Q3	–	Sell	-126,489	Closed	-$9.79M	–	183
2020 Q2	$9.79M	Sell	126,489 -6,192	-5%	-$440K	2.54%	9
2020 Q1	$8.34M	Sell	132,681 -6,210	-4%	-$448K	2.82%	7
2019 Q4	$10.8M	Buy	138,891 +570	+0.4%	+$44.5K	2.8%	5
2019 Q3	$10.1M	Buy	138,321 +720	+0.5%	+$50.6K	2.81%	7
2019 Q2	$8.47M	Buy	137,601 +660	+0.5%	+$39.9K	2.41%	11
2019 Q1	$8.73M	Sell	136,941 -2,595	-2%	-$148K	2.63%	8
2018 Q4	$7.12M	Buy	+139,536	New	+$7.06M	2.64%	7
2016 Q4	–	Sell	-191,727	Closed	-$7.71M	–	176
2016 Q3	$7.71M	Buy	191,727 +900	+0.5%	+$33.9K	2.39%	5
2016 Q2	$6.34M	Hold	190,827	–	–	2.03%	15
2016 Q1	$6.76M	Sell	190,827 -4,395	-2%	-$121K	2.21%	9
2015 Q4	$5.14M	Buy	+195,222	New	+$5.07M	1.64%	21

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Dixon Hubard Feinour & Brown's EW Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its Edwards Lifesciences (EW) stake by 2.3% in Q2 2022, selling an estimated $9.32K and leaving 3,783 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #222.

Dixon Hubard Feinour & Brown first reported a position in EW in Q4 2015 and has held it in 17 quarters since. The position peaked at $10.8M in Q4 2019. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

Dixon Hubard Feinour & Brown held 3,783 shares of Edwards Lifesciences worth $360K as of Q2 2022.
Dixon Hubard Feinour & Brown sold 90 Edwards Lifesciences shares in Q2 2022, an estimated $9.32K.
Edwards Lifesciences made up 0.04% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #222 holding.
Dixon Hubard Feinour & Brown first reported a position in Edwards Lifesciences in Q4 2015 and has held it in 17 quarters since.
Dixon Hubard Feinour & Brown's Edwards Lifesciences position peaked at $10.8M in Q4 2019.
1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.