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Essex Financial Services’s Edwards Lifesciences EW Stock Holding History

Essex Financial Services’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 		– Sell
-1,725
Closed -$203K – 489
2022
Q1 		$203K Hold
1,725
– – 0.02% 484
2021
Q4 		$223K Sell
1,725
-220
-11% -$25.7K 0.02% 451
2021
Q3 		$220K Sell
1,945
-240
-11% -$27.4K 0.03% 419
2021
Q2 		$226K Buy
+2,185
New +$206K 0.03% 402

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Financial Services's EW Position: Q2 2022 in Review

Essex Financial Services sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,725 shares — an estimated $203K sold.

Essex Financial Services first reported a position in EW in Q2 2021 and held it in 4 quarters. The position peaked at $226K in Q2 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Essex Financial Services reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Essex Financial Services sold 1,725 Edwards Lifesciences shares in Q2 2022, an estimated $203K.
  • Essex Financial Services first reported a position in Edwards Lifesciences in Q2 2021 and held it in 4 quarters.
  • Essex Financial Services's Edwards Lifesciences position peaked at $226K in Q2 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Essex Financial Services's 13F filing for Q2 2022, filed 1 Aug 2022.