Newfound Research’s Edwards Lifesciences EW Stock Holding History

Newfound Research’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 Q3	$77K	Buy	936 +113	+14%	+$10.9K	0.19%	66
2022 Q2	$78K	Buy	823 +184	+29%	+$19K	0.17%	86
2022 Q1	$75K	Buy	+639	New	+$71.7K	0.1%	123
2021 Q4	–	Sell	-564	Closed	-$64K	–	128
2021 Q3	$64K	Sell	564 -372	-40%	-$42.5K	0.1%	107
2021 Q2	$97K	Buy	936 +10	+1%	+$943	0.19%	18
2021 Q1	$77K	Sell	926 -550	-37%	-$46.5K	0.18%	56
2020 Q4	$135K	Buy	1,476 +1,046	+243%	+$86.8K	0.35%	17
2020 Q3	$34K	Buy	+430	New	+$33.6K	0.1%	59

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Newfound Research's EW Position: Q3 2022 in Review

Newfound Research increased its Edwards Lifesciences (EW) stake by 14% in Q3 2022, buying an estimated $10.9K and bringing the position to 936 shares worth $77K. The position accounts for 0.19% of the portfolio, ranked #66.

Newfound Research first reported a position in EW in Q3 2020 and has held it in 8 quarters since. The position peaked at $135K in Q4 2020. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

Newfound Research held 936 shares of Edwards Lifesciences worth $77K as of Q3 2022.
Newfound Research bought 113 Edwards Lifesciences shares in Q3 2022, an estimated $10.9K.
Edwards Lifesciences made up 0.19% of Newfound Research's portfolio in Q3 2022, its #66 holding.
Newfound Research first reported a position in Edwards Lifesciences in Q3 2020 and has held it in 8 quarters since.
Newfound Research's Edwards Lifesciences position peaked at $135K in Q4 2020.
1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.