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Lenox Wealth Management’s Edwards Lifesciences EW Stock Holding History

Lenox Wealth 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
2020
Q2 		$33K Sell
480
-774
-62% -$55K 0.01% 303
2020
Q1 		$78K Buy
1,254
+54
+5% +$3.89K 0.03% 207
2019
Q4 		$93K Sell
1,200
-381
-24% -$29.8K 0.03% 227
2019
Q3 		$115K Sell
1,581
-93
-6% -$6.53K 0.03% 191
2019
Q2 		$103K Sell
1,674
-549
-25% -$33.2K 0.03% 188
2019
Q1 		$142K Buy
2,223
+93
+4% +$5.31K 0.04% 146
2018
Q4 		$109K Sell
2,130
-57
-3% -$2.88K 0.04% 149
2018
Q3 		$127K Sell
2,187
-3
-0.1% -$147 0.04% 170
2018
Q2 		$106K Buy
2,190
+96
+5% +$4.48K 0.03% 170
2018
Q1 		$97K Buy
2,094
+759
+57% +$33K 0.03% 172
2017
Q4 		$50K Buy
1,335
+246
+23% +$9.03K 0.02% 207
2017
Q3 		$39K Buy
1,089
+195
+22% +$7.44K 0.01% 252
2017
Q2 		$35K Buy
+894
New +$32.6K 0.01% 235

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Lenox Wealth Management's EW Position: Q2 2020 in Review

Lenox Wealth Management reduced its Edwards Lifesciences (EW) stake by 62% in Q2 2020, selling an estimated $55K and leaving 480 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #303.

Lenox Wealth Management first reported a position in EW in Q2 2017 and has held it in 13 quarters since. The position peaked at $142K in Q1 2019. 1,048 funds tracked by Wall St. Rank hold EW as of Q2 2020.

  • Lenox Wealth Management held 480 shares of Edwards Lifesciences worth $33K as of Q2 2020.
  • Lenox Wealth Management sold 774 Edwards Lifesciences shares in Q2 2020, an estimated $55K.
  • Edwards Lifesciences made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #303 holding.
  • Lenox Wealth Management first reported a position in Edwards Lifesciences in Q2 2017 and has held it in 13 quarters since.
  • Lenox Wealth Management's Edwards Lifesciences position peaked at $142K in Q1 2019.
  • 1,048 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.