MAM
EW icon

McLean Asset Management’s Edwards Lifesciences EW Stock Holding History

McLean 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
Q2 		– Sell
-2,016
Closed -$237K – 133
2022
Q1 		$237K Buy
2,016
+49
+2% +$5.5K 0.18% 108
2021
Q4 		$240K Sell
1,967
-24
-1% -$2.8K 0.09% 114
2021
Q3 		$233K Buy
1,991
+24
+1% +$2.74K 0.09% 119
2021
Q2 		$210K Buy
+1,967
New +$185K 0.09% 109

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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

McLean Asset Management's EW Position: Q2 2022 in Review

McLean Asset Management sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 2,016 shares — an estimated $237K sold.

McLean Asset Management first reported a position in EW in Q2 2021 and held it in 4 quarters. The position peaked at $240K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • McLean Asset Management reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • McLean Asset Management sold 2,016 Edwards Lifesciences shares in Q2 2022, an estimated $237K.
  • McLean Asset Management first reported a position in Edwards Lifesciences in Q2 2021 and held it in 4 quarters.
  • McLean Asset Management's Edwards Lifesciences position peaked at $240K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on McLean Asset Management's 13F filing for Q2 2022, filed 7 Jul 2022.