HA
EW icon

Halsey Associates’s Edwards Lifesciences EW Stock Holding History

Halsey Associates’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
2019
Q3 		$3.71M Sell
50,586
-450
-0.9% -$31.6K 0.59% 44
2019
Q2 		$3.14M Sell
51,036
-2,271
-4% -$137K 0.56% 42
2019
Q1 		$3.4M Sell
53,307
-228
-0.4% -$13K 0.56% 42
2018
Q4 		$2.73M Buy
53,535
+2,352
+5% +$119K 0.52% 43
2018
Q3 		$2.97M Buy
51,183
+37,110
+264% +$1.81M 0.53% 43
2018
Q2 		$683K Buy
+14,073
New +$657K 0.13% 69

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Halsey Associates's EW Position: Q3 2019 in Review

Halsey Associates reduced its Edwards Lifesciences (EW) stake by 0.88% in Q3 2019, selling an estimated $31.6K and leaving 50,586 shares worth $3.71M. The position accounts for 0.59% of the portfolio, ranked #44.

Halsey Associates first reported a position in EW in Q2 2018 and has held it in 6 quarters since. 964 funds tracked by Wall St. Rank hold EW as of Q3 2019.

  • Halsey Associates held 50,586 shares of Edwards Lifesciences worth $3.71M as of Q3 2019.
  • Halsey Associates sold 450 Edwards Lifesciences shares in Q3 2019, an estimated $31.6K.
  • Edwards Lifesciences made up 0.59% of Halsey Associates's portfolio in Q3 2019, its #44 holding.
  • Halsey Associates first reported a position in Edwards Lifesciences in Q2 2018 and has held it in 6 quarters since.
  • 964 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2019.

Based on Halsey Associates's 13F filing for Q3 2019, filed 15 Nov 2019.