Essex Investment Management’s Edwards Lifesciences EW Stock Holding History

Essex Investment 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	-131	Closed	-$12K	–	470
2020 Q4	$12K	Hold	131	–	–	﹤0.01%	434
2020 Q3	$10K	Buy	+131	New	+$10.2K	﹤0.01%	440
2018 Q3	–	Sell	-12,813	Closed	-$622K	–	414
2018 Q2	$622K	Sell	12,813 -6,186	-33%	-$289K	0.08%	274
2018 Q1	$884K	Hold	18,999	–	–	0.12%	226
2017 Q4	$714K	Buy	+18,999	New	+$697K	0.09%	246
2016 Q4	–	Sell	-25,395	Closed	-$1.02M	–	351
2016 Q3	$1.02M	Hold	25,395	–	–	0.16%	158
2016 Q2	$844K	Buy	25,395 +12,204	+93%	+$418K	0.14%	171
2016 Q1	$388K	Buy	+13,191	New	+$364K	0.07%	259

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 $427B AUM 29.17% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Essex Investment Management's EW Position: Q1 2021 in Review

Essex Investment Management sold out of Edwards Lifesciences (EW) in Q1 2021, closing a stake of 131 shares — an estimated $12K sold.

Essex Investment Management first reported a position in EW in Q1 2016 and held it in 8 quarters. The position peaked at $1.02M in Q3 2016. 1,144 funds tracked by Wall St. Rank hold EW as of Q1 2021.

Essex Investment Management reported no remaining Edwards Lifesciences position as of Q1 2021 after selling out during the quarter.
Essex Investment Management sold 131 Edwards Lifesciences shares in Q1 2021, an estimated $12K.
Essex Investment Management first reported a position in Edwards Lifesciences in Q1 2016 and held it in 8 quarters.
Essex Investment Management's Edwards Lifesciences position peaked at $1.02M in Q3 2016.
1,144 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.