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RBA
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
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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