Gemmer Asset Management’s Edwards Lifesciences EW Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-313	Closed	-$36K	–	426
2022 Q1	$36K	Buy	+313	New	+$35.1K	﹤0.01%	341
2021 Q3	–	Sell	-325	Closed	-$34K	–	1314
2021 Q2	$34K	Buy	325 +18	+6%	+$1.7K	﹤0.01%	361
2021 Q1	$26K	Hold	307	–	–	﹤0.01%	428
2020 Q4	$28K	Sell	307 -40	-12%	-$3.32K	﹤0.01%	353
2020 Q3	$28K	Sell	347 -35	-9%	-$2.73K	0.01%	313
2020 Q2	$26K	Buy	382 +7	+2%	+$497	0.01%	313
2020 Q1	$24K	Hold	375	–	–	0.01%	289
2019 Q4	$29K	Sell	375 -6	-2%	-$469	0.01%	289
2019 Q3	$28K	Buy	381 +6	+2%	+$421	0.01%	300
2019 Q2	$23K	Buy	375 +48	+15%	+$2.9K	0.01%	336
2019 Q1	$21K	Sell	327 -120	-27%	-$6.85K	0.01%	394
2018 Q4	$23K	Hold	447	–	–	0.01%	306
2018 Q3	$26K	Hold	447	–	–	0.01%	310
2018 Q2	$22K	Hold	447	–	–	0.01%	360
2018 Q1	$21K	Hold	447	–	–	0.01%	380
2017 Q4	$17K	Buy	447 +111	+33%	+$4.07K	0.01%	482
2017 Q3	$12K	Sell	336 -222	-40%	-$8.47K	﹤0.01%	580
2017 Q2	$22K	Buy	558 +69	+14%	+$2.52K	0.01%	336
2017 Q1	$15K	Hold	489	–	–	0.01%	460
2016 Q4	$15K	Sell	489 -315	-39%	-$10.2K	0.01%	435
2016 Q3	$32K	Hold	804	–	–	0.02%	225
2016 Q2	$27K	Sell	804 -339	-30%	-$11.6K	0.01%	235
2016 Q1	$33K	Buy	1,143 +63	+6%	+$1.74K	0.02%	214
2015 Q4	$28K	Hold	1,080	–	–	0.02%	230
2015 Q3	$26K	Hold	1,080	–	–	0.02%	254
2015 Q2	$26K	Hold	1,080	–	–	0.02%	267
2015 Q1	$26K	Hold	1,080	–	–	0.02%	285
2014 Q4	$23K	Hold	1,080	–	–	0.02%	290
2014 Q3	$18K	Hold	1,080	–	–	0.01%	336
2014 Q2	$15K	Buy	+1,080	New	+$14.6K	0.01%	406

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gemmer Asset Management's EW Position: Q2 2022 in Review

Gemmer Asset Management sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 313 shares — an estimated $36K sold.

Gemmer Asset Management first reported a position in EW in Q2 2014 and held it in 30 quarters. The position peaked at $36K in Q1 2022. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

Gemmer Asset Management reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 313 Edwards Lifesciences shares in Q2 2022, an estimated $36K.
Gemmer Asset Management first reported a position in Edwards Lifesciences in Q2 2014 and held it in 30 quarters.
Gemmer Asset Management's Edwards Lifesciences position peaked at $36K in Q1 2022.
1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.