DACG
EW icon

Donor Advised Charitable Giving’s Edwards Lifesciences EW Stock Holding History

Donor Advised Charitable Giving’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
Q3 		– Sell
-3,820
Closed -$396K – 71
2021
Q2 		$396K Hold
3,820
– – 0.04% 98
2021
Q1 		$320K Hold
3,820
– – 0.03% 101
2020
Q4 		$348K Buy
+3,820
New +$317K 0.05% 98

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Donor Advised Charitable Giving's EW Position: Q3 2021 in Review

Donor Advised Charitable Giving sold out of Edwards Lifesciences (EW) in Q3 2021, closing a stake of 3,820 shares — an estimated $396K sold.

Donor Advised Charitable Giving first reported a position in EW in Q4 2020 and held it in 3 quarters. The position peaked at $396K in Q2 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q3 2021.

  • Donor Advised Charitable Giving reported no remaining Edwards Lifesciences position as of Q3 2021 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 3,820 Edwards Lifesciences shares in Q3 2021, an estimated $396K.
  • Donor Advised Charitable Giving first reported a position in Edwards Lifesciences in Q4 2020 and held it in 3 quarters.
  • Donor Advised Charitable Giving's Edwards Lifesciences position peaked at $396K in Q2 2021.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2021, filed 14 Oct 2021.