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Northstar Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Northstar Investment Advisors’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
Q2 		$4.79M Sell
42,691
-378
-0.9% -$35.6K 0.63% 46
2021
Q1 		$3.6M Buy
43,069
+673
+2% +$56.9K 0.52% 50
2020
Q4 		$3.87M Buy
42,396
+2,015
+5% +$167K 0.6% 51
2020
Q3 		$3.22M Buy
40,381
+24,733
+158% +$1.93M 0.58% 51
2020
Q2 		$1.08M Buy
+15,648
New +$1.11M 0.23% 79

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northstar Investment Advisors's EW Position: Q2 2021 in Review

Northstar Investment Advisors reduced its Edwards Lifesciences (EW) stake by 0.88% in Q2 2021, selling an estimated $35.6K and leaving 42,691 shares worth $4.79M. The position accounts for 0.63% of the portfolio, ranked #46.

Northstar Investment Advisors first reported a position in EW in Q2 2020 and has held it in 5 quarters since. 1,185 funds tracked by Wall St. Rank hold EW as of Q2 2021.

  • Northstar Investment Advisors held 42,691 shares of Edwards Lifesciences worth $4.79M as of Q2 2021.
  • Northstar Investment Advisors sold 378 Edwards Lifesciences shares in Q2 2021, an estimated $35.6K.
  • Edwards Lifesciences made up 0.63% of Northstar Investment Advisors's portfolio in Q2 2021, its #46 holding.
  • Northstar Investment Advisors first reported a position in Edwards Lifesciences in Q2 2020 and has held it in 5 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.