IMS Capital Management’s Edwards Lifesciences EW Stock Holding History

IMS Capital Management’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 Q4	–	Sell	-6,375	Closed	-$509K	–	134
2020 Q3	$509K	Hold	6,375	–	–	0.37%	69
2020 Q2	$441K	Hold	6,375	–	–	0.34%	77
2020 Q1	$401K	Hold	6,375	–	–	0.41%	73
2019 Q4	$496K	Hold	6,375	–	–	0.34%	82
2019 Q3	$467K	Sell	6,375 -6,375	-50%	-$448K	0.36%	86
2019 Q2	$785K	Hold	12,750	–	–	0.58%	56
2019 Q1	$813K	Hold	12,750	–	–	0.66%	52
2018 Q4	$651K	Sell	12,750 -5,250	-29%	-$266K	0.61%	53
2018 Q3	$1.04M	Hold	18,000	–	–	0.71%	36
2018 Q2	$873K	Sell	18,000 -3,300	-15%	-$154K	0.55%	46
2018 Q1	$800K	Hold	21,300	–	–	0.5%	56
2017 Q4	$800K	Hold	21,300	–	–	0.5%	56
2017 Q3	$776K	Sell	21,300 -5,100	-19%	-$195K	0.5%	60
2017 Q2	$1.04M	Hold	26,400	–	–	0.98%	33
2017 Q1	$828K	Sell	26,400 -12,600	-32%	-$394K	0.83%	52
2016 Q4	$1.22M	Buy	39,000 +21,000	+117%	+$680K	1.31%	18
2016 Q3	$723K	Sell	18,000 -5,553	-24%	-$209K	0.83%	44
2016 Q2	$783K	Sell	23,553 -2,847	-11%	-$97.4K	0.92%	43
2016 Q1	$776K	Hold	26,400	–	–	0.94%	42
2015 Q4	$695K	Sell	26,400 -240	-0.9%	-$6.23K	0.86%	46
2015 Q3	$631K	Hold	26,640	–	–	0.76%	52
2015 Q2	$632K	Sell	26,640 -9,360	-26%	-$211K	0.75%	46
2015 Q1	$855K	Sell	36,000 -11,400	-24%	-$256K	0.96%	40
2014 Q4	$1.01M	Hold	47,400	–	–	1.15%	20
2014 Q3	$807K	Sell	47,400 -12,600	-21%	-$199K	0.94%	32
2014 Q2	$858K	Hold	60,000	–	–	0.94%	34
2014 Q1	$742K	Buy	+60,000	New	+$692K	0.88%	49

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IMS Capital Management's EW Position: Q4 2020 in Review

IMS Capital Management sold out of Edwards Lifesciences (EW) in Q4 2020, closing a stake of 6,375 shares — an estimated $509K sold.

IMS Capital Management first reported a position in EW in Q1 2014 and held it in 27 quarters. The position peaked at $1.22M in Q4 2016. 1,160 funds tracked by Wall St. Rank hold EW as of Q4 2020.

IMS Capital Management reported no remaining Edwards Lifesciences position as of Q4 2020 after selling out during the quarter.
IMS Capital Management sold 6,375 Edwards Lifesciences shares in Q4 2020, an estimated $509K.
IMS Capital Management first reported a position in Edwards Lifesciences in Q1 2014 and held it in 27 quarters.
IMS Capital Management's Edwards Lifesciences position peaked at $1.22M in Q4 2016.
1,160 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2020.

Based on IMS Capital Management's 13F filing for Q4 2020, filed 12 Jan 2021.