FormulaFolio Investments’s Edwards Lifesciences EW Stock Holding History

FormulaFolio Investments’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	$11K	Hold	102	–	–	﹤0.01%	245
2021 Q1	$9K	Sell	102 -5,357	-98%	-$453K	﹤0.01%	284
2020 Q4	$498K	Buy	+5,459	New	+$453K	0.01%	442
2020 Q2	–	Sell	-3,762	Closed	-$237K	–	296
2020 Q1	$237K	Sell	3,762 -4,296	-53%	-$310K	0.01%	251
2019 Q4	$627K	Buy	+8,058	New	+$629K	0.02%	219
2019 Q3	–	Sell	-13,860	Closed	-$854K	–	348
2019 Q2	$854K	Buy	+13,860	New	+$838K	0.04%	151
2015 Q3	–	Sell	-46,416	Closed	-$1.1M	–	94
2015 Q2	$1.1M	Buy	+46,416	New	+$1.05M	0.31%	28

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

FormulaFolio Investments's EW Position: Q2 2021 in Review

FormulaFolio Investments held its Edwards Lifesciences (EW) position steady in Q2 2021 at 102 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

FormulaFolio Investments first reported a position in EW in Q2 2015 and has held it in 7 quarters since. The position peaked at $1.1M in Q2 2015. 1,185 funds tracked by Wall St. Rank hold EW as of Q2 2021.

FormulaFolio Investments held 102 shares of Edwards Lifesciences worth $11K as of Q2 2021.
FormulaFolio Investments left its Edwards Lifesciences share count unchanged in Q2 2021.
Edwards Lifesciences made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #245 holding.
FormulaFolio Investments first reported a position in Edwards Lifesciences in Q2 2015 and has held it in 7 quarters since.
FormulaFolio Investments's Edwards Lifesciences position peaked at $1.1M in Q2 2015.
1,185 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.