MAM
EW icon

McCarthy Asset Management’s Edwards Lifesciences EW Stock Holding History

McCarthy Asset 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 		– Sell
-239
Closed -$31K – 333
2021
Q4 		$31K Sell
239
-133
-36% -$15.5K 0.02% 115
2021
Q3 		$42K Sell
372
-189
-34% -$21.6K 0.03% 91
2021
Q2 		$58K Buy
+561
New +$52.9K 0.04% 82

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

McCarthy Asset Management's EW Position: Q1 2022 in Review

McCarthy Asset Management sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 239 shares — an estimated $31K sold.

McCarthy Asset Management first reported a position in EW in Q2 2021 and held it in 3 quarters. The position peaked at $58K in Q2 2021. 1,314 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • McCarthy Asset Management reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
  • McCarthy Asset Management sold 239 Edwards Lifesciences shares in Q1 2022, an estimated $31K.
  • McCarthy Asset Management first reported a position in Edwards Lifesciences in Q2 2021 and held it in 3 quarters.
  • McCarthy Asset Management's Edwards Lifesciences position peaked at $58K in Q2 2021.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on McCarthy Asset Management's 13F filing for Q1 2022, filed 11 May 2022.