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Essex Savings Bank’s Edwards Lifesciences EW Stock Holding History

Essex Savings Bank’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
-1,743
Closed -$205K – 220
2022
Q1 		$205K Hold
1,743
– – 0.07% 217
2021
Q4 		$226K Sell
1,743
-145
-8% -$16.9K 0.08% 201
2021
Q3 		$222K Buy
+1,888
New +$216K 0.08% 198
2019
Q3 		– Sell
-1,695
Closed -$104K – 321
2019
Q2 		$104K Buy
1,695
+885
+109% +$53.5K 0.04% 338
2019
Q1 		$52K Hold
810
– – 0.03% 287
2018
Q4 		$41K Buy
+810
New +$41K 0.03% 310

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
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 Savings Bank's EW Position: Q2 2022 in Review

Essex Savings Bank sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,743 shares — an estimated $205K sold.

Essex Savings Bank first reported a position in EW in Q4 2018 and held it in 6 quarters. The position peaked at $226K in Q4 2021. 1,273 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Essex Savings Bank reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Essex Savings Bank sold 1,743 Edwards Lifesciences shares in Q2 2022, an estimated $205K.
  • Essex Savings Bank first reported a position in Edwards Lifesciences in Q4 2018 and held it in 6 quarters.
  • Essex Savings Bank's Edwards Lifesciences position peaked at $226K in Q4 2021.
  • 1,273 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Essex Savings Bank's 13F filing for Q2 2022, filed 19 Jul 2022.