Richard Bernstein Advisors’s Edwards Lifesciences EW Stock Holding History

Richard Bernstein 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
2023 Q3	–	Sell	-42,256	Closed	-$3.99M	–	225
2023 Q2	$3.99M	Sell	42,256 -5,821	-12%	-$506K	0.08%	76
2023 Q1	$3.98M	Hold	48,077	–	–	0.08%	88
2022 Q4	$3.59M	Hold	48,077	–	–	0.08%	103
2022 Q3	$3.97M	Hold	48,077	–	–	0.1%	93
2022 Q2	$4.57M	Buy	48,077 +3,561	+8%	+$369K	0.1%	92
2022 Q1	$5.24M	Hold	44,516	–	–	0.1%	96
2021 Q4	$5.77M	Hold	44,516	–	–	0.11%	83
2021 Q3	$5.04M	Buy	44,516 +2,708	+6%	+$309K	0.1%	100
2021 Q2	$4.33M	Hold	41,808	–	–	0.09%	112
2021 Q1	$3.5M	Hold	41,808	–	–	0.08%	145
2020 Q4	$3.81M	Hold	41,808	–	–	0.09%	126
2020 Q3	$3.34M	Hold	41,808	–	–	0.09%	113
2020 Q2	$2.89M	Sell	41,808 -15,801	-27%	-$1.12M	0.09%	124
2020 Q1	$3.62M	Hold	57,609	–	–	0.13%	87
2019 Q4	$4.48M	Hold	57,609	–	–	0.14%	107
2019 Q3	$4.22M	Hold	57,609	–	–	0.14%	111
2019 Q2	$3.55M	Hold	57,609	–	–	0.12%	133
2019 Q1	$3.67M	Buy	+57,609	New	+$3.29M	0.12%	145

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Richard Bernstein Advisors's EW Position: Q3 2023 in Review

Richard Bernstein Advisors sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 42,256 shares — an estimated $3.99M sold.

Richard Bernstein Advisors first reported a position in EW in Q1 2019 and held it in 18 quarters. The position peaked at $5.77M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Richard Bernstein Advisors reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
Richard Bernstein Advisors sold 42,256 Edwards Lifesciences shares in Q3 2023, an estimated $3.99M.
Richard Bernstein Advisors first reported a position in Edwards Lifesciences in Q1 2019 and held it in 18 quarters.
Richard Bernstein Advisors's Edwards Lifesciences position peaked at $5.77M in Q4 2021.
1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Richard Bernstein Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.