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Ladenburg Thalmann Financial Services’s Edwards Lifesciences EW Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$7.87M Buy
128,343
+20,688
+19% +$1.62M 0.05% 360
2019
Q3 		$7.89M Buy
107,655
+11,721
+12% +$823K 0.05% 337
2019
Q2 		$5.91M Buy
95,934
+372
+0.4% +$22.5K 0.04% 408
2019
Q1 		$6.09M Buy
95,562
+7,725
+9% +$441K 0.05% 387
2018
Q4 		$4.47M Buy
87,837
+8,247
+10% +$417K 0.04% 401
2018
Q3 		$4.61M Sell
79,590
-5,316
-6% -$260K 0.04% 419
2018
Q2 		$3.94M Hold
84,906
– – 0.04% 431
2018
Q1 		$3.94M Buy
84,906
+18,093
+27% +$786K 0.04% 431
2017
Q4 		$2.51M Sell
66,813
-21,084
-24% -$774K 0.02% 585
2017
Q3 		$3.2M Sell
87,897
-2,064
-2% -$78.7K 0.03% 448
2017
Q2 		$3.55M Buy
89,961
+7,473
+9% +$273K 0.04% 382
2017
Q1 		$2.59M Buy
82,488
+15,822
+24% +$495K 0.03% 470
2016
Q4 		$2.08M Sell
66,666
-1,761
-3% -$57.1K 0.03% 504
2016
Q3 		$2.75M Sell
68,427
-7,950
-10% -$299K 0.04% 395
2016
Q2 		$2.54M Sell
76,377
-702
-0.9% -$24K 0.04% 387
2016
Q1 		$2.27M Buy
77,079
+25,167
+48% +$694K 0.04% 395
2015
Q4 		$1.37M Buy
51,912
+14,712
+40% +$382K 0.03% 544
2015
Q3 		$882K Buy
37,200
+4,764
+15% +$115K 0.02% 703
2015
Q2 		$772K Buy
32,436
+780
+2% +$17.6K 0.01% 842
2015
Q1 		$752K Buy
31,656
+5,736
+22% +$129K 0.01% 828
2014
Q4 		$551K Buy
25,920
+21,174
+446% +$425K 0.01% 866
2014
Q3 		$81K Sell
4,746
-528
-10% -$8.34K ﹤0.01% 1722
2014
Q2 		$75K Hold
5,274
– – ﹤0.01% 1783
2014
Q1 		$65K Hold
5,274
– – ﹤0.01% 1773
2013
Q4 		$58K Sell
5,274
-3,234
-38% -$36.5K ﹤0.01% 1811
2013
Q3 		$98K Sell
8,508
-2,346
-22% -$27.4K ﹤0.01% 1410
2013
Q2 		$122K Buy
+10,854
New +$128K ﹤0.01% 1211

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EW Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Edwards Lifesciences (EW) stake by 19% in Q4 2019, buying an estimated $1.62M and bringing the position to 128,343 shares worth $7.87M. The position accounts for 0.05% of the portfolio, ranked #360.

Ladenburg Thalmann Financial Services first reported a position in EW in Q2 2013 and has held it in 27 quarters since. The position peaked at $7.89M in Q3 2019. 1,092 funds tracked by Wall St. Rank hold EW as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 128,343 shares of Edwards Lifesciences worth $7.87M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 20,688 Edwards Lifesciences shares in Q4 2019, an estimated $1.62M.
  • Edwards Lifesciences made up 0.05% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #360 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Edwards Lifesciences position peaked at $7.89M in Q3 2019.
  • 1,092 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.