Kaizen Advisory’s Edwards Lifesciences EW Stock Holding History

Kaizen Advisory’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
2018 Q4	$90K	Buy	1,755 +147	+9%	+$7.44K	0.06%	237
2018 Q3	$93K	Hold	1,608	–	–	0.05%	240
2018 Q2	$78K	Buy	1,608 +993	+161%	+$46.3K	0.04%	265
2018 Q1	$29K	Hold	615	–	–	0.03%	270
2017 Q4	$23K	Buy	+615	New	+$22.6K	0.01%	300

Other funds holding EW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Kaizen Advisory's EW Position: Q4 2018 in Review

Kaizen Advisory increased its Edwards Lifesciences (EW) stake by 9.1% in Q4 2018, buying an estimated $7.44K and bringing the position to 1,755 shares worth $90K. The position accounts for 0.06% of the portfolio, ranked #237.

Kaizen Advisory first reported a position in EW in Q4 2017 and has held it in 5 quarters since. The position peaked at $93K in Q3 2018. 874 funds tracked by Wall St. Rank hold EW as of Q4 2018.

Kaizen Advisory held 1,755 shares of Edwards Lifesciences worth $90K as of Q4 2018.
Kaizen Advisory bought 147 Edwards Lifesciences shares in Q4 2018, an estimated $7.44K.
Edwards Lifesciences made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #237 holding.
Kaizen Advisory first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Edwards Lifesciences position peaked at $93K in Q3 2018.
874 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.