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Meristem Family Wealth’s Edwards Lifesciences EW Stock Holding History

Meristem Family Wealth’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 		$447K Sell
3,797
-5,517
-59% -$619K 0.05% 203
2021
Q4 		$1.21M Hold
9,314
– – 0.1% 110
2021
Q3 		$1.05M Buy
9,314
+807
+9% +$92.1K 0.1% 122
2021
Q2 		$881K Buy
8,507
+1,950
+30% +$184K 0.14% 104
2021
Q1 		$548K Hold
6,557
– – 0.11% 122
2020
Q4 		$598K Buy
6,557
+1,157
+21% +$96K 0.13% 103
2020
Q3 		$431K Hold
5,400
– – 0.11% 116
2020
Q2 		$373K Hold
5,400
– – 0.1% 121
2020
Q1 		$340K Sell
5,400
-30
-0.6% -$2.16K 0.1% 121
2019
Q4 		$422K Hold
5,430
– – 0.1% 115
2019
Q3 		$398K Buy
+5,430
New +$381K 0.11% 117

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meristem Family Wealth's EW Position: Q1 2022 in Review

Meristem Family Wealth reduced its Edwards Lifesciences (EW) stake by 59% in Q1 2022, selling an estimated $619K and leaving 3,797 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #203.

Meristem Family Wealth first reported a position in EW in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • Meristem Family Wealth held 3,797 shares of Edwards Lifesciences worth $447K as of Q1 2022.
  • Meristem Family Wealth sold 5,517 Edwards Lifesciences shares in Q1 2022, an estimated $619K.
  • Edwards Lifesciences made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #203 holding.
  • Meristem Family Wealth first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 11 quarters since.
  • Meristem Family Wealth's Edwards Lifesciences position peaked at $1.21M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.