Neuburgh Advisers’s Edwards Lifesciences EW Stock Holding History

Neuburgh Advisers’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
2019 Q3	$2.03M	Buy	27,654 +3,630	+15%	+$255K	0.06%	223
2019 Q2	$1.48M	Buy	24,024 +3,630	+18%	+$219K	0.05%	271
2019 Q1	$1.3M	Buy	20,394 +2,640	+15%	+$151K	0.04%	254
2018 Q4	$906K	Buy	17,754 +1,848	+12%	+$93.5K	0.04%	281
2018 Q3	$923K	Sell	15,906 -198	-1%	-$9.68K	0.03%	317
2018 Q2	$782K	Buy	16,104 +924	+6%	+$43.1K	0.03%	327
2018 Q1	$706K	Sell	15,180 -1,320	-8%	-$57.3K	0.02%	335
2017 Q4	$620K	Buy	16,500 +3,828	+30%	+$140K	0.02%	374
2017 Q3	$462K	Sell	12,672 -6,798	-35%	-$259K	0.02%	410
2017 Q2	$768K	Sell	19,470 -10,362	-35%	-$378K	0.03%	319
2017 Q1	$935K	Sell	29,832 -60,258	-67%	-$1.89M	0.04%	276
2016 Q4	$2.81M	Buy	+90,090	New	+$2.92M	0.13%	140

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Neuburgh Advisers's EW Position: Q3 2019 in Review

Neuburgh Advisers increased its Edwards Lifesciences (EW) stake by 15% in Q3 2019, buying an estimated $255K and bringing the position to 27,654 shares worth $2.03M. The position accounts for 0.06% of the portfolio, ranked #223.

Neuburgh Advisers first reported a position in EW in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.81M in Q4 2016. 964 funds tracked by Wall St. Rank hold EW as of Q3 2019.

Neuburgh Advisers held 27,654 shares of Edwards Lifesciences worth $2.03M as of Q3 2019.
Neuburgh Advisers bought 3,630 Edwards Lifesciences shares in Q3 2019, an estimated $255K.
Edwards Lifesciences made up 0.06% of Neuburgh Advisers's portfolio in Q3 2019, its #223 holding.
Neuburgh Advisers first reported a position in Edwards Lifesciences in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Edwards Lifesciences position peaked at $2.81M in Q4 2016.
964 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.