Evelyn V. Moreno’s Edwards Lifesciences EW Stock Holding History

Evelyn V. Moreno’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 Q2	–	Sell	-7,525	Closed	-$629K	–	59
2021 Q1	$629K	Hold	7,525	–	–	0.15%	55
2020 Q4	$686K	Sell	7,525 -3,250	-30%	-$270K	0.17%	55
2020 Q3	$860K	Buy	10,775 +125	+1%	+$9.75K	0.23%	55
2020 Q2	$736K	Sell	10,650 -750	-7%	-$53.3K	0.21%	55
2020 Q1	$717K	Sell	11,400 -2,025	-15%	-$146K	0.24%	56
2019 Q4	$1.04M	Sell	13,425 -2,835	-17%	-$221K	0.28%	54
2019 Q3	$1.19M	Buy	16,260 +6,510	+67%	+$457K	0.33%	51
2019 Q2	$600K	Sell	9,750 -12,000	-55%	-$726K	0.18%	50
2019 Q1	$1.39M	Sell	21,750 -8,250	-28%	-$471K	0.41%	49
2018 Q4	$1.53M	Sell	30,000 -4,500	-13%	-$228K	0.51%	47
2018 Q3	$2M	Sell	34,500 -7,200	-17%	-$352K	0.56%	48
2018 Q2	$2.02M	Buy	41,700 +17,700	+74%	+$826K	0.59%	47
2018 Q1	$1.12M	Hold	24,000	–	–	0.34%	50
2017 Q4	$902K	Hold	24,000	–	–	0.27%	51
2017 Q3	$874K	Hold	24,000	–	–	0.26%	53
2017 Q2	$946K	Hold	24,000	–	–	0.29%	52
2017 Q1	$753K	Hold	24,000	–	–	0.23%	55
2016 Q4	$750K	Hold	24,000	–	–	0.27%	54
2016 Q3	$964K	Hold	24,000	–	–	0.35%	56
2016 Q2	$798K	Hold	24,000	–	–	0.3%	55
2016 Q1	$706K	Hold	24,000	–	–	0.27%	54
2015 Q4	$632K	Hold	24,000	–	–	0.26%	55
2015 Q3	$569K	Sell	24,000 -3,000	-11%	-$72.4K	0.24%	58
2015 Q2	$641K	Hold	27,000	–	–	0.25%	57
2015 Q1	$641K	Hold	27,000	–	–	0.24%	60
2014 Q4	$573K	Hold	27,000	–	–	0.21%	60
2014 Q3	$460K	Buy	27,000 +3,000	+13%	+$47.4K	0.18%	61
2014 Q2	$343K	Hold	24,000	–	–	0.13%	65
2014 Q1	$297K	Buy	+24,000	New	+$277K	0.12%	67

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

Evelyn V. Moreno's EW Position: Q2 2021 in Review

Evelyn V. Moreno sold out of Edwards Lifesciences (EW) in Q2 2021, closing a stake of 7,525 shares — an estimated $629K sold.

Evelyn V. Moreno first reported a position in EW in Q1 2014 and held it in 29 quarters. The position peaked at $2.02M in Q2 2018. 1,185 funds tracked by Wall St. Rank hold EW as of Q2 2021.

Evelyn V. Moreno reported no remaining Edwards Lifesciences position as of Q2 2021 after selling out during the quarter.
Evelyn V. Moreno sold 7,525 Edwards Lifesciences shares in Q2 2021, an estimated $629K.
Evelyn V. Moreno first reported a position in Edwards Lifesciences in Q1 2014 and held it in 29 quarters.
Evelyn V. Moreno's Edwards Lifesciences position peaked at $2.02M in Q2 2018.
1,185 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on Evelyn V. Moreno's 13F filing for Q2 2021, filed 14 Jul 2021.