Dowling & Yahnke’s Edwards Lifesciences EW Stock Holding History

Dowling & Yahnke’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 Q3	$359K	Buy	4,343 +78	+2%	+$7.5K	0.02%	303
2022 Q2	$406K	Sell	4,265 -96	-2%	-$9.94K	0.02%	292
2022 Q1	$513K	Buy	4,361 +400	+10%	+$44.9K	0.02%	278
2021 Q4	$513K	Sell	3,961 -32	-0.8%	-$3.73K	0.02%	274
2021 Q3	$452K	Hold	3,993	–	–	0.03%	273
2021 Q2	$414K	Sell	3,993 -155	-4%	-$14.6K	0.02%	272
2021 Q1	$347K	Buy	4,148 +101	+2%	+$8.54K	0.02%	277
2020 Q4	$369K	Buy	4,047 +900	+29%	+$74.7K	0.03%	269
2020 Q3	$251K	Buy	3,147 +66	+2%	+$5.15K	0.02%	283
2020 Q2	$213K	Buy	+3,081	New	+$219K	0.02%	289
2020 Q1	–	Sell	-3,186	Closed	-$248K	–	313
2019 Q4	$248K	Sell	3,186 -24	-0.7%	-$1.87K	0.02%	279
2019 Q3	$235K	Buy	+3,210	New	+$225K	0.02%	282
2018 Q1	–	Sell	-5,808	Closed	-$218K	–	286
2017 Q4	$218K	Buy	+5,808	New	+$213K	0.02%	279

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dowling & Yahnke's EW Position: Q3 2022 in Review

Dowling & Yahnke increased its Edwards Lifesciences (EW) stake by 1.8% in Q3 2022, buying an estimated $7.5K and bringing the position to 4,343 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #303.

Dowling & Yahnke first reported a position in EW in Q4 2017 and has held it in 13 quarters since. The position peaked at $513K in Q1 2022. 1,247 funds tracked by Wall St. Rank hold EW as of Q3 2022.

Dowling & Yahnke held 4,343 shares of Edwards Lifesciences worth $359K as of Q3 2022.
Dowling & Yahnke bought 78 Edwards Lifesciences shares in Q3 2022, an estimated $7.5K.
Edwards Lifesciences made up 0.02% of Dowling & Yahnke's portfolio in Q3 2022, its #303 holding.
Dowling & Yahnke first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 13 quarters since.
Dowling & Yahnke's Edwards Lifesciences position peaked at $513K in Q1 2022.
1,247 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.