Richard Bernstein Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-42,256
| Closed | -$3.99M | – | 225 |
|
|
2023
Q2 | $3.99M | Sell |
42,256
-5,821
| -12% | -$549K | 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% | +$339K | 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% | +$307K | 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% | -$1.09M | 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 | +$3.67M | 0.12% | 145 |
|