HWG Holdings’s Edwards Lifesciences EW Stock Holding History

HWG Holdings’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 Q4	$3.32M	Buy	42,693 +1,932	+5%	+$151K	2.72%	8
2019 Q3	$2.99M	Buy	40,761 +11,811	+41%	+$830K	2.75%	8
2019 Q2	$1.78M	Sell	28,950 -11,454	-28%	-$693K	1.73%	13
2019 Q1	$2.58M	Buy	40,404 +906	+2%	+$51.7K	2.57%	12
2018 Q4	$2.02M	Sell	39,498 -55,959	-59%	-$2.83M	4.25%	8
2018 Q3	$5.54M	Buy	+95,457	New	+$4.67M	3.75%	9
2016 Q4	–	Sell	-61,932	Closed	-$2.49M	–	20
2016 Q3	$2.49M	Buy	+61,932	New	+$2.33M	2.61%	16

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

HWG Holdings's EW Position: Q4 2019 in Review

HWG Holdings increased its Edwards Lifesciences (EW) stake by 4.7% in Q4 2019, buying an estimated $151K and bringing the position to 42,693 shares worth $3.32M. The position accounts for 2.72% of the portfolio, ranked #8.

HWG Holdings first reported a position in EW in Q3 2016 and has held it in 7 quarters since. The position peaked at $5.54M in Q3 2018. 1,093 funds tracked by Wall St. Rank hold EW as of Q4 2019.

HWG Holdings held 42,693 shares of Edwards Lifesciences worth $3.32M as of Q4 2019.
HWG Holdings bought 1,932 Edwards Lifesciences shares in Q4 2019, an estimated $151K.
Edwards Lifesciences made up 2.72% of HWG Holdings's portfolio in Q4 2019, its #8 holding.
HWG Holdings first reported a position in Edwards Lifesciences in Q3 2016 and has held it in 7 quarters since.
HWG Holdings's Edwards Lifesciences position peaked at $5.54M in Q3 2018.
1,093 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2019.

Based on HWG Holdings's 13F filing for Q4 2019, filed 9 Jan 2020.