IFO
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Independent Family Office’s Edwards Lifesciences EW Stock Holding History

Independent Family Office’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
-7,053
Closed -$590K – 62
2021
Q1 		$590K Hold
7,053
– – 0.23% 35
2020
Q4 		$643K Buy
7,053
+276
+4% +$22.9K 0.27% 32
2020
Q3 		$541K Sell
6,777
-276
-4% -$21.5K 0.26% 33
2020
Q2 		$487K Hold
7,053
– – 0.25% 33
2020
Q1 		$443K Buy
+7,053
New +$509K 0.28% 33

Other funds holding EW

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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

Independent Family Office's EW Position: Q2 2021 in Review

Independent Family Office sold out of Edwards Lifesciences (EW) in Q2 2021, closing a stake of 7,053 shares — an estimated $590K sold.

Independent Family Office first reported a position in EW in Q1 2020 and held it in 5 quarters. The position peaked at $643K in Q4 2020. 1,185 funds tracked by Wall St. Rank hold EW as of Q2 2021.

  • Independent Family Office reported no remaining Edwards Lifesciences position as of Q2 2021 after selling out during the quarter.
  • Independent Family Office sold 7,053 Edwards Lifesciences shares in Q2 2021, an estimated $590K.
  • Independent Family Office first reported a position in Edwards Lifesciences in Q1 2020 and held it in 5 quarters.
  • Independent Family Office's Edwards Lifesciences position peaked at $643K in Q4 2020.
  • 1,185 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on Independent Family Office's 13F filing for Q2 2021, filed 12 Aug 2021.