Huber Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Huber Financial 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
2020 Q1	$258K	Buy	4,107 +39	+1%	+$2.81K	0.1%	95
2019 Q4	$316K	Sell	4,068 -582	-13%	-$45.4K	0.11%	92
2019 Q3	$341K	Hold	4,650	–	–	0.13%	86
2019 Q2	$286K	Hold	4,650	–	–	0.12%	90
2019 Q1	$297K	Hold	4,650	–	–	0.14%	88
2018 Q4	$237K	Hold	4,650	–	–	0.13%	85
2018 Q3	$270K	Hold	4,650	–	–	0.21%	81
2018 Q2	$225K	Hold	4,650	–	–	0.21%	88
2018 Q1	$216K	Buy	+4,650	New	+$202K	0.21%	85

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Huber Financial Advisors's EW Position: Q1 2020 in Review

Huber Financial Advisors increased its Edwards Lifesciences (EW) stake by 0.96% in Q1 2020, buying an estimated $2.81K and bringing the position to 4,107 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #95.

Huber Financial Advisors first reported a position in EW in Q1 2018 and has held it in 9 quarters since. The position peaked at $341K in Q3 2019. 1,020 funds tracked by Wall St. Rank hold EW as of Q1 2020.

Huber Financial Advisors held 4,107 shares of Edwards Lifesciences worth $258K as of Q1 2020.
Huber Financial Advisors bought 39 Edwards Lifesciences shares in Q1 2020, an estimated $2.81K.
Edwards Lifesciences made up 0.1% of Huber Financial Advisors's portfolio in Q1 2020, its #95 holding.
Huber Financial Advisors first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 9 quarters since.
Huber Financial Advisors's Edwards Lifesciences position peaked at $341K in Q3 2019.
1,020 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.