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Next Financial Group’s Edwards Lifesciences EW Stock Holding History

Next Financial Group’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
2021
Q4 		$657K Buy
5,067
+3,130
+162% +$365K 0.04% 438
2021
Q3 		$219K Buy
1,937
+237
+14% +$27.1K 0.02% 795
2021
Q2 		$176K Buy
1,700
+54
+3% +$5.09K 0.01% 878
2021
Q1 		$137K Sell
1,646
-48
-3% -$4.06K 0.01% 900
2020
Q4 		$154K Sell
1,694
-330
-16% -$27.4K 0.01% 810
2020
Q3 		$162K Sell
2,024
-1,114
-36% -$86.9K 0.02% 696
2020
Q2 		$217K Sell
3,138
-666
-18% -$47.3K 0.03% 513
2020
Q1 		$239K Buy
3,804
+456
+14% +$32.9K 0.03% 483
2019
Q4 		$260K Buy
3,348
+1,362
+69% +$106K 0.03% 599
2019
Q3 		$146K Sell
1,986
-90
-4% -$6.32K 0.02% 784
2019
Q2 		$128K Buy
2,076
+1,026
+98% +$62K 0.01% 826
2019
Q1 		$67K Buy
+1,050
New +$59.9K 0.02% 649
2017
Q4 		– Sell
-5,091
Closed -$184K – 591
2017
Q3 		$184K Hold
5,091
– – 0.05% 340
2017
Q2 		$201K Buy
5,091
+1,956
+62% +$71.4K 0.05% 349
2017
Q1 		$115K Buy
3,135
+1,500
+92% +$47K 0.03% 449
2016
Q4 		$51K Hold
1,635
– – 0.01% 953
2016
Q3 		$66K Buy
+1,635
New +$61.6K 0.01% 821
2014
Q4 		– Sell
-1,686
Closed -$29K – 2014
2014
Q3 		$29K Sell
1,686
-1,200
-42% -$18.9K 0.01% 1219
2014
Q2 		$46K Buy
+2,886
New +$39.1K 0.02% 364

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Next Financial Group's EW Position: Q4 2021 in Review

Next Financial Group increased its Edwards Lifesciences (EW) stake by 162% in Q4 2021, buying an estimated $365K and bringing the position to 5,067 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #438.

Next Financial Group first reported a position in EW in Q2 2014 and has held it in 19 quarters since. 1,320 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Next Financial Group held 5,067 shares of Edwards Lifesciences worth $657K as of Q4 2021.
  • Next Financial Group bought 3,130 Edwards Lifesciences shares in Q4 2021, an estimated $365K.
  • Edwards Lifesciences made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #438 holding.
  • Next Financial Group first reported a position in Edwards Lifesciences in Q2 2014 and has held it in 19 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.