Generation Investment Management’s Edwards Lifesciences EW Stock Holding History

Generation 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
2016 Q2	–	Sell	-7,708,443	Closed	-$227M	–	36
2016 Q1	$227M	Sell	7,708,443 -52,347	-0.7%	-$1.44M	2.76%	14
2015 Q4	$204M	Sell	7,760,790 -1,028,580	-12%	-$26.7M	2.62%	15
2015 Q3	$208M	Sell	8,789,370 -3,037,800	-26%	-$73.3M	3.02%	14
2015 Q2	$281M	Sell	11,827,170 -1,253,964	-10%	-$28.3M	3.76%	12
2015 Q1	$311M	Sell	13,081,134 -12,053,694	-48%	-$270M	4.33%	12
2014 Q4	$534M	Sell	25,134,828 -8,267,658	-25%	-$166M	7.67%	2
2014 Q3	$569M	Buy	33,402,486 +7,768,566	+30%	+$123M	8.87%	2
2014 Q2	$367M	Buy	25,633,920 +11,273,028	+78%	+$153M	5.87%	5
2014 Q1	$178M	Buy	+14,360,892	New	+$166M	3.18%	14

Other funds holding EW

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Generation Investment Management's EW Position: Q2 2016 in Review

Generation Investment Management sold out of Edwards Lifesciences (EW) in Q2 2016, closing a stake of 7,708,443 shares — an estimated $227M sold.

Generation Investment Management first reported a position in EW in Q1 2014 and held it in 9 quarters. The position peaked at $569M in Q3 2014. 692 funds tracked by Wall St. Rank hold EW as of Q2 2016.

Generation Investment Management reported no remaining Edwards Lifesciences position as of Q2 2016 after selling out during the quarter.
Generation Investment Management sold 7,708,443 Edwards Lifesciences shares in Q2 2016, an estimated $227M.
Generation Investment Management first reported a position in Edwards Lifesciences in Q1 2014 and held it in 9 quarters.
Generation Investment Management's Edwards Lifesciences position peaked at $569M in Q3 2014.
692 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2016.

Based on Generation Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.