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Homrich & Berg’s Edwards Lifesciences EW Stock Holding History

Homrich & Berg’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
Q3 		$1.06M Sell
9,325
-20
-0.2% -$2.28K 0.02% 214
2021
Q2 		$968K Buy
9,345
+3,847
+70% +$363K 0.02% 217
2021
Q1 		$460K Buy
5,498
+285
+5% +$24.1K 0.01% 283
2020
Q4 		$476K Buy
5,213
+447
+9% +$37.1K 0.01% 277
2020
Q3 		$380K Sell
4,766
-244
-5% -$19K 0.01% 243
2020
Q2 		$346K Buy
5,010
+285
+6% +$20.3K 0.01% 241
2020
Q1 		$297K Sell
4,725
-135
-3% -$9.74K 0.02% 238
2019
Q4 		$378K Buy
4,860
+30
+0.6% +$2.34K 0.02% 263
2019
Q3 		$354K Sell
4,830
-231
-5% -$16.2K 0.02% 256
2019
Q2 		$312K Buy
5,061
+78
+2% +$4.72K 0.02% 278
2019
Q1 		$318K Buy
+4,983
New +$284K 0.02% 260
2018
Q4 		– Sell
-3,606
Closed -$209K – 308
2018
Q3 		$209K Buy
+3,606
New +$176K 0.01% 308
2017
Q2 		– Sell
-32,892
Closed -$1.03M – 294
2017
Q1 		$1.03M Sell
32,892
-240
-0.7% -$7.51K 0.09% 94
2016
Q4 		$1.03M Buy
33,132
+201
+0.6% +$6.51K 0.09% 79
2016
Q3 		$1.32M Sell
32,931
-1,101
-3% -$41.5K 0.12% 61
2016
Q2 		$1.13M Buy
+34,032
New +$1.16M 0.11% 68
2015
Q2 		– Sell
-9,210
Closed -$219K – 262
2015
Q1 		$219K Buy
+9,210
New +$207K 0.02% 230

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Homrich & Berg's EW Position: Q3 2021 in Review

Homrich & Berg reduced its Edwards Lifesciences (EW) stake by 0.21% in Q3 2021, selling an estimated $2.28K and leaving 9,325 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #214.

Homrich & Berg first reported a position in EW in Q1 2015 and has held it in 17 quarters since. The position peaked at $1.32M in Q3 2016. 1,227 funds tracked by Wall St. Rank hold EW as of Q3 2021.

  • Homrich & Berg held 9,325 shares of Edwards Lifesciences worth $1.06M as of Q3 2021.
  • Homrich & Berg sold 20 Edwards Lifesciences shares in Q3 2021, an estimated $2.28K.
  • Edwards Lifesciences made up 0.02% of Homrich & Berg's portfolio in Q3 2021, its #214 holding.
  • Homrich & Berg first reported a position in Edwards Lifesciences in Q1 2015 and has held it in 17 quarters since.
  • Homrich & Berg's Edwards Lifesciences position peaked at $1.32M in Q3 2016.
  • 1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.