Monument Capital Management’s Edwards Lifesciences EW Stock Holding History

Monument Capital 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	-1,888	Closed	-$222K	–	147
2022 Q1	$222K	Buy	+1,888	New	+$212K	0.07%	127
2020 Q3	–	Sell	-32,046	Closed	-$2.21M	–	95
2020 Q2	$2.21M	Sell	32,046 -1,905	-6%	-$135K	1.3%	32
2020 Q1	$2.13M	Sell	33,951 -669	-2%	-$48.2K	1.53%	26
2019 Q4	$2.69M	Sell	34,620 -2,136	-6%	-$167K	1.37%	23
2019 Q3	$2.69M	Sell	36,756 -2,091	-5%	-$147K	1.46%	21
2019 Q2	$2.4M	Sell	38,847 -2,964	-7%	-$179K	1.29%	30
2019 Q1	$2.67M	Sell	41,811 -1,863	-4%	-$106K	1.52%	17
2018 Q4	$2.23M	Buy	+43,674	New	+$2.21M	1.39%	26

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monument Capital Management's EW Position: Q2 2022 in Review

Monument Capital Management sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,888 shares — an estimated $222K sold.

Monument Capital Management first reported a position in EW in Q4 2018 and held it in 8 quarters. The position peaked at $2.69M in Q3 2019. 1,273 funds tracked by Wall St. Rank hold EW as of Q2 2022.

Monument Capital Management reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
Monument Capital Management sold 1,888 Edwards Lifesciences shares in Q2 2022, an estimated $222K.
Monument Capital Management first reported a position in Edwards Lifesciences in Q4 2018 and held it in 8 quarters.
Monument Capital Management's Edwards Lifesciences position peaked at $2.69M in Q3 2019.
1,273 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Monument Capital Management's 13F filing for Q2 2022, filed 20 Jul 2022.