GA
EW icon

Geneva Advisors’s Edwards Lifesciences EW Stock Holding History

Geneva Advisors’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
2017
Q2 		$91.2M Buy
2,314,608
+6,000
+0.3% +$219K 1.57% 12
2017
Q1 		$72.4M Sell
2,308,608
-343,560
-13% -$10.8M 1.29% 20
2016
Q4 		$82.8M Sell
2,652,168
-27,387
-1% -$887K 1.62% 12
2016
Q3 		$108M Buy
2,679,555
+65,193
+2% +$2.46M 2.02% 8
2016
Q2 		$86.9M Buy
2,614,362
+81,261
+3% +$2.78M 1.72% 11
2016
Q1 		$74.5M Buy
2,533,101
+755,772
+43% +$20.9M 1.5% 16
2015
Q4 		$46.8M Buy
1,777,329
+37,437
+2% +$972K 0.9% 37
2015
Q3 		$41.2M Buy
1,739,892
+397,482
+30% +$9.59M 0.83% 42
2015
Q2 		$31.9M Buy
1,342,410
+15,738
+1% +$355K 0.57% 60
2015
Q1 		$31.5M Buy
1,326,672
+1,278,390
+2,648% +$28.7M 0.57% 60
2014
Q4 		$1.02M Sell
48,282
-1,026
-2% -$20.6K 0.02% 292
2014
Q3 		$839K Hold
49,308
– – 0.02% 341
2014
Q2 		$705K Buy
49,308
+462
+0.9% +$6.26K 0.01% 371
2014
Q1 		$604K Buy
48,846
+288
+0.6% +$3.32K 0.01% 355
2013
Q4 		$532K Sell
48,558
-32,058
-40% -$361K 0.01% 324
2013
Q3 		$936K Sell
80,616
-7,650
-9% -$89.5K 0.02% 259
2013
Q2 		$989K Buy
+88,266
New +$1.04M 0.02% 221

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Geneva Advisors's EW Position: Q2 2017 in Review

Geneva Advisors increased its Edwards Lifesciences (EW) stake by 0.26% in Q2 2017, buying an estimated $219K and bringing the position to 2,314,608 shares worth $91.2M. The position accounts for 1.57% of the portfolio, ranked #12.

Geneva Advisors first reported a position in EW in Q2 2013 and has held it in 17 quarters since. The position peaked at $108M in Q3 2016. 721 funds tracked by Wall St. Rank hold EW as of Q2 2017.

  • Geneva Advisors held 2,314,608 shares of Edwards Lifesciences worth $91.2M as of Q2 2017.
  • Geneva Advisors bought 6,000 Edwards Lifesciences shares in Q2 2017, an estimated $219K.
  • Edwards Lifesciences made up 1.57% of Geneva Advisors's portfolio in Q2 2017, its #12 holding.
  • Geneva Advisors first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's Edwards Lifesciences position peaked at $108M in Q3 2016.
  • 721 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.