KPCM
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Kings Point Capital Management’s Edwards Lifesciences EW Stock Holding History

Kings Point 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
2022
Q1 		$146K Sell
1,242
-30
-2% -$3.37K 0.01% 227
2021
Q4 		$165K Buy
1,272
+312
+33% +$36.4K 0.01% 240
2021
Q3 		$109K Hold
960
– – 0.01% 263
2021
Q2 		$99K Hold
960
– – 0.01% 276
2021
Q1 		$80K Sell
960
-171
-15% -$14.5K 0.01% 289
2020
Q4 		$103K Buy
1,131
+201
+22% +$16.7K 0.01% 243
2020
Q3 		$74K Buy
930
+39
+4% +$3.04K 0.01% 270
2020
Q2 		$62K Hold
891
– – 0.01% 259
2020
Q1 		$56K Hold
891
– – 0.01% 268
2019
Q4 		$69K Hold
891
– – 0.01% 275
2019
Q3 		$65K Hold
891
– – 0.01% 265
2019
Q2 		$55K Sell
891
-33
-4% -$2K 0.01% 248
2019
Q1 		$59K Hold
924
– – 0.01% 217
2018
Q4 		$47K Hold
924
– – 0.01% 227
2018
Q3 		$54K Buy
924
+33
+4% +$1.61K 0.01% 233
2018
Q2 		$43K Sell
891
-474
-35% -$22.1K 0.01% 253
2018
Q1 		$63K Hold
1,365
– – 0.01% 213
2017
Q4 		$51K Sell
1,365
-108
-7% -$3.96K 0.01% 231
2017
Q3 		$54K Sell
1,473
-615
-29% -$23.5K 0.01% 220
2017
Q2 		$82K Buy
2,088
+1,041
+99% +$38K 0.02% 186
2017
Q1 		$33K Hold
1,047
– – 0.01% 259
2016
Q4 		$33K Hold
1,047
– – 0.01% 223
2016
Q3 		$42K Buy
1,047
+573
+121% +$21.6K 0.01% 200
2016
Q2 		$16K Sell
474
-1,044
-69% -$35.7K ﹤0.01% 275
2016
Q1 		$45K Hold
1,518
– – 0.01% 184
2015
Q4 		$40K Buy
+1,518
New +$39.4K 0.01% 225

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kings Point Capital Management's EW Position: Q1 2022 in Review

Kings Point Capital Management reduced its Edwards Lifesciences (EW) stake by 2.4% in Q1 2022, selling an estimated $3.37K and leaving 1,242 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #227.

Kings Point Capital Management first reported a position in EW in Q4 2015 and has held it in 26 quarters since. The position peaked at $165K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • Kings Point Capital Management held 1,242 shares of Edwards Lifesciences worth $146K as of Q1 2022.
  • Kings Point Capital Management sold 30 Edwards Lifesciences shares in Q1 2022, an estimated $3.37K.
  • Edwards Lifesciences made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #227 holding.
  • Kings Point Capital Management first reported a position in Edwards Lifesciences in Q4 2015 and has held it in 26 quarters since.
  • Kings Point Capital Management's Edwards Lifesciences position peaked at $165K in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.