Kingfisher Capital’s Edwards Lifesciences EW Stock Holding History

Kingfisher Capital’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	–	Sell	-19,842	Closed	-$1.25M	–	145
2020 Q1	$1.25M	Sell	19,842 -3,252	-14%	-$235K	0.64%	60
2019 Q4	$1.8M	Sell	23,094 -81	-0.3%	-$6.33K	0.84%	36
2019 Q3	$1.7M	Sell	23,175 -180	-0.8%	-$12.6K	1.01%	33
2019 Q2	$1.44M	Buy	23,355 +93	+0.4%	+$5.62K	0.89%	44
2019 Q1	$1.48M	Sell	23,262 -57	-0.2%	-$3.25K	0.95%	40
2018 Q4	$1.19M	Sell	23,319 -3	-0%	-$152	0.85%	43
2018 Q3	$1.35M	Buy	23,322 +453	+2%	+$22.2K	0.73%	45
2018 Q2	$1.11M	Sell	22,869 -1,653	-7%	-$77.2K	0.7%	55
2018 Q1	$1.14M	Buy	24,522 +21	+0.1%	+$912	0.73%	57
2017 Q4	$921K	Sell	24,501 -147	-0.6%	-$5.39K	0.59%	68
2017 Q3	$898K	Sell	24,648 -714	-3%	-$27.2K	0.6%	67
2017 Q2	$1M	Buy	25,362 +477	+2%	+$17.4K	0.68%	64
2017 Q1	$780K	Buy	24,885 +7,689	+45%	+$241K	0.56%	71
2016 Q4	$537K	Buy	+17,196	New	+$557K	0.4%	87

Other funds holding EW

BlackRock New York $5.7T 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

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

AllianceBernstein

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

Sands Capital Management

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

Fidelity Investments

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