Jupiter Investment Management’s Edwards Lifesciences EW Stock Holding History

Jupiter Investment 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 Q2	$72.9M	Sell	1,055,323 -187,700	-15%	-$13.3M	1.16%	19
2020 Q1	$78.2M	Buy	1,243,023 +780,234	+169%	+$56.3M	1.52%	12
2019 Q4	$36M	Buy	462,789 +80,337	+21%	+$6.27M	0.5%	59
2019 Q3	$28M	Buy	+382,452	New	+$26.9M	0.36%	82
2019 Q2	–	Sell	-854,397	Closed	-$51.7M	–	369
2019 Q1	$54.5M	Sell	854,397 -705,051	-45%	-$40.2M	0.5%	66
2018 Q4	$79.6M	Sell	1,559,448 -1,588,098	-50%	-$80.4M	0.71%	48
2018 Q3	$183M	Buy	3,147,546 +2,137,611	+212%	+$105M	1.25%	24
2018 Q2	$49M	Buy	1,009,935 +426,834	+73%	+$19.9M	0.35%	85
2018 Q1	$27.1M	Sell	583,101 -1,197,453	-67%	-$52M	0.22%	104
2017 Q4	$66.9M	Sell	1,780,554 -1,522,101	-46%	-$55.9M	0.62%	53
2017 Q3	$120M	Buy	3,302,655 +1,498,308	+83%	+$57.1M	1.26%	24
2017 Q2	$71.1M	Buy	1,804,347 +491,808	+37%	+$18M	0.86%	40
2017 Q1	$41.2M	Sell	1,312,539 -312,042	-19%	-$9.77M	0.58%	57
2016 Q4	$50.7M	Sell	1,624,581 -298,620	-16%	-$9.68M	0.87%	39
2016 Q3	$77.3M	Buy	1,923,201 +656,523	+52%	+$24.7M	1.34%	18
2016 Q2	$42.1M	Buy	1,266,678 +183,972	+17%	+$6.29M	0.79%	40
2016 Q1	$31.8M	Sell	1,082,706 -241,323	-18%	-$6.66M	0.65%	54
2015 Q4	$34.9M	Sell	1,324,029 -1,860,477	-58%	-$48.3M	0.93%	37
2015 Q3	$75.5M	Buy	3,184,506 +1,778,118	+126%	+$42.9M	2.13%	5
2015 Q2	$33.4M	Sell	1,406,388 -779,046	-36%	-$17.6M	0.97%	41
2015 Q1	$51.9M	Sell	2,185,434 -46,464	-2%	-$1.04M	1.65%	19
2014 Q4	$47.4M	Buy	2,231,898 +1,678,980	+304%	+$33.7M	1.68%	11
2014 Q3	$9.41M	Buy	+552,918	New	+$8.73M	0.46%	65
2014 Q2	–	Sell	-168,000	Closed	-$2.08M	–	354
2014 Q1	$2.08M	Buy	168,000 +99,000	+143%	+$1.14M	0.14%	170
2013 Q4	$756K	Sell	69,000 -112,200	-62%	-$1.26M	0.06%	251
2013 Q3	$2.1M	Buy	+181,200	New	+$2.12M	0.2%	154

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Jupiter Investment Management's EW Position: Q2 2020 in Review

Jupiter Investment Management reduced its Edwards Lifesciences (EW) stake by 15% in Q2 2020, selling an estimated $13.3M and leaving 1,055,323 shares worth $72.9M. The position accounts for 1.16% of the portfolio, ranked #19.

Jupiter Investment Management first reported a position in EW in Q3 2013 and has held it in 26 quarters since. The position peaked at $183M in Q3 2018. 1,047 funds tracked by Wall St. Rank hold EW as of Q2 2020.

Jupiter Investment Management held 1,055,323 shares of Edwards Lifesciences worth $72.9M as of Q2 2020.
Jupiter Investment Management sold 187,700 Edwards Lifesciences shares in Q2 2020, an estimated $13.3M.
Edwards Lifesciences made up 1.16% of Jupiter Investment Management's portfolio in Q2 2020, its #19 holding.
Jupiter Investment Management first reported a position in Edwards Lifesciences in Q3 2013 and has held it in 26 quarters since.
Jupiter Investment Management's Edwards Lifesciences position peaked at $183M in Q3 2018.
1,047 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.