Jacobi Capital Management’s Edwards Lifesciences EW Stock Holding History

Jacobi 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
2021 Q4	–	Sell	-165	Closed	-$19K	–	681
2021 Q3	$19K	Hold	165	–	–	﹤0.01%	885
2021 Q2	$17K	Hold	165	–	–	﹤0.01%	882
2021 Q1	$14K	Hold	165	–	–	﹤0.01%	873
2020 Q4	$15K	Hold	165	–	–	﹤0.01%	775
2020 Q3	$13K	Hold	165	–	–	﹤0.01%	758
2020 Q2	$11K	Hold	165	–	–	﹤0.01%	758
2020 Q1	$10K	Buy	165 +135	+450%	+$9.74K	﹤0.01%	705
2019 Q4	$2K	Sell	30 -59,205	-100%	-$4.62M	﹤0.01%	953
2019 Q3	$2.13M	Buy	59,235 +59,205	+197,350%	+$4.16M	0.42%	43
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	925
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	881
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	847
2018 Q3	$2K	Buy	+30	New	+$1.47K	﹤0.01%	890

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 $544B AUM 28.31% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobi Capital Management's EW Position: Q4 2021 in Review

Jacobi Capital Management sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 165 shares — an estimated $19K sold.

Jacobi Capital Management first reported a position in EW in Q3 2018 and held it in 13 quarters. The position peaked at $2.13M in Q3 2019. 1,321 funds tracked by Wall St. Rank hold EW as of Q4 2021.

Jacobi Capital Management reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 165 Edwards Lifesciences shares in Q4 2021, an estimated $19K.
Jacobi Capital Management first reported a position in Edwards Lifesciences in Q3 2018 and held it in 13 quarters.
Jacobi Capital Management's Edwards Lifesciences position peaked at $2.13M in Q3 2019.
1,321 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.