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Kestrel Investment Management’s Edwards Lifesciences EW Stock Holding History

Kestrel 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
2014
Q2 		– Sell
-738,000
Closed -$9.12M – 56
2014
Q1 		$9.12M Hold
738,000
– – 1.13% 38
2013
Q4 		$8.09M Sell
738,000
-432,000
-37% -$4.87M 0.99% 40
2013
Q3 		$13.6M Buy
+1,170,000
New +$13.7M 1.4% 30

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kestrel Investment Management's EW Position: Q2 2014 in Review

Kestrel Investment Management sold out of Edwards Lifesciences (EW) in Q2 2014, closing a stake of 738,000 shares — an estimated $9.12M sold.

Kestrel Investment Management first reported a position in EW in Q3 2013 and held it in 3 quarters. The position peaked at $13.6M in Q3 2013. 428 funds tracked by Wall St. Rank hold EW as of Q2 2014.

  • Kestrel Investment Management reported no remaining Edwards Lifesciences position as of Q2 2014 after selling out during the quarter.
  • Kestrel Investment Management sold 738,000 Edwards Lifesciences shares in Q2 2014, an estimated $9.12M.
  • Kestrel Investment Management first reported a position in Edwards Lifesciences in Q3 2013 and held it in 3 quarters.
  • Kestrel Investment Management's Edwards Lifesciences position peaked at $13.6M in Q3 2013.
  • 428 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2014.

Based on Kestrel Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.