Doheny Asset Management’s Edwards Lifesciences EW Stock Holding History

Doheny Asset Management’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 Q1	–	Sell	-2,550	Closed	-$233K	–	104
2020 Q4	$233K	Sell	2,550 -150	-6%	-$12.4K	0.16%	92
2020 Q3	$216K	Buy	+2,700	New	+$211K	0.18%	89
2020 Q2	–	Sell	-3,420	Closed	-$266K	–	91
2020 Q1	$266K	Hold	3,420	–	–	0.21%	88
2019 Q4	$266K	Sell	3,420 -210	-6%	-$16.4K	0.21%	88
2019 Q3	$266K	Sell	3,630 -75	-2%	-$5.27K	0.23%	85
2019 Q2	$228K	Sell	3,705 -75	-2%	-$4.54K	0.19%	86
2019 Q1	$241K	Sell	3,780 -2,265	-37%	-$129K	0.2%	90
2018 Q4	$309K	Hold	6,045	–	–	0.23%	74
2018 Q3	$351K	Sell	6,045 -360	-6%	-$17.6K	0.18%	86
2018 Q2	$311K	Sell	6,405 -1,110	-15%	-$51.8K	0.17%	85
2018 Q1	$349K	Sell	7,515 -2,895	-28%	-$126K	0.18%	81
2017 Q4	$391K	Buy	+10,410	New	+$382K	0.18%	86

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Doheny Asset Management's EW Position: Q1 2021 in Review

Doheny Asset Management sold out of Edwards Lifesciences (EW) in Q1 2021, closing a stake of 2,550 shares — an estimated $233K sold.

Doheny Asset Management first reported a position in EW in Q4 2017 and held it in 12 quarters. The position peaked at $391K in Q4 2017. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.

Doheny Asset Management reported no remaining Edwards Lifesciences position as of Q1 2021 after selling out during the quarter.
Doheny Asset Management sold 2,550 Edwards Lifesciences shares in Q1 2021, an estimated $233K.
Doheny Asset Management first reported a position in Edwards Lifesciences in Q4 2017 and held it in 12 quarters.
Doheny Asset Management's Edwards Lifesciences position peaked at $391K in Q4 2017.
1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on Doheny Asset Management's 13F filing for Q1 2021, filed 17 May 2021.