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Hamel Associates’s Edwards Lifesciences EW Stock Holding History

Hamel 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
2021
Q2 		– Sell
-2,875
Closed -$240K – 71
2021
Q1 		$240K Sell
2,875
-575
-17% -$48.6K 0.09% 64
2020
Q4 		$315K Hold
3,450
– – 0.13% 60
2020
Q3 		$275K Hold
3,450
– – 0.12% 61
2020
Q2 		$238K Hold
3,450
– – 0.11% 62
2020
Q1 		$217K Hold
3,450
– – 0.11% 66
2019
Q4 		$268K Hold
3,450
– – 0.11% 76
2019
Q3 		$253K Hold
3,450
– – 0.11% 80
2019
Q2 		$212K Hold
3,450
– – 0.09% 83
2019
Q1 		$220K Buy
+3,450
New +$197K 0.1% 82
2018
Q4 		– Sell
-3,450
Closed -$200K – 93
2018
Q3 		$200K Buy
+3,450
New +$169K 0.09% 95

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Hamel Associates's EW Position: Q2 2021 in Review

Hamel Associates sold out of Edwards Lifesciences (EW) in Q2 2021, closing a stake of 2,875 shares — an estimated $240K sold.

Hamel Associates first reported a position in EW in Q3 2018 and held it in 10 quarters. The position peaked at $315K in Q4 2020. 1,188 funds tracked by Wall St. Rank hold EW as of Q2 2021.

  • Hamel Associates reported no remaining Edwards Lifesciences position as of Q2 2021 after selling out during the quarter.
  • Hamel Associates sold 2,875 Edwards Lifesciences shares in Q2 2021, an estimated $240K.
  • Hamel Associates first reported a position in Edwards Lifesciences in Q3 2018 and held it in 10 quarters.
  • Hamel Associates's Edwards Lifesciences position peaked at $315K in Q4 2020.
  • 1,188 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on Hamel Associates's 13F filing for Q2 2021, filed 4 Aug 2021.