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Optimal Asset Management’s Edwards Lifesciences EW Stock Holding History

Optimal Asset 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
2020
Q4 		– Sell
-9,751
Closed -$778K – 396
2020
Q3 		$778K Sell
9,751
-4,073
-29% -$318K 0.11% 265
2020
Q2 		$955K Sell
13,824
-24,003
-63% -$1.71M 0.15% 221
2020
Q1 		$2.38K Buy
+37,827
New +$2.73M 0.22% 153

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Optimal Asset Management's EW Position: Q4 2020 in Review

Optimal Asset Management sold out of Edwards Lifesciences (EW) in Q4 2020, closing a stake of 9,751 shares — an estimated $778K sold.

Optimal Asset Management first reported a position in EW in Q1 2020 and held it in 3 quarters. The position peaked at $955K in Q2 2020. 1,158 funds tracked by Wall St. Rank hold EW as of Q4 2020.

  • Optimal Asset Management reported no remaining Edwards Lifesciences position as of Q4 2020 after selling out during the quarter.
  • Optimal Asset Management sold 9,751 Edwards Lifesciences shares in Q4 2020, an estimated $778K.
  • Optimal Asset Management first reported a position in Edwards Lifesciences in Q1 2020 and held it in 3 quarters.
  • Optimal Asset Management's Edwards Lifesciences position peaked at $955K in Q2 2020.
  • 1,158 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2020.

Based on Optimal Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.