SFSIG
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San Francisco Sentry Investment Group’s Edwards Lifesciences EW Stock Holding History

San Francisco Sentry Investment Group’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 		$62K Hold
604
– – 0.03% 336
2021
Q1 		$50K Buy
604
+235
+64% +$19.9K 0.02% 374
2020
Q4 		$34K Hold
369
– – 0.02% 402
2020
Q3 		$30K Hold
369
– – 0.02% 388
2020
Q2 		$26K Buy
369
+195
+112% +$13.9K 0.01% 398
2020
Q1 		$11K Sell
174
-621
-78% -$44.8K 0.01% 454
2019
Q4 		$61K Hold
795
– – 0.03% 350
2019
Q3 		$58K Buy
795
+321
+68% +$22.5K 0.03% 352
2019
Q2 		$29K Sell
474
-297
-39% -$18K 0.01% 435
2019
Q1 		$49K Buy
771
+297
+63% +$16.9K 0.02% 392
2018
Q4 		$24K Sell
474
-807
-63% -$40.8K 0.01% 453
2018
Q3 		$74K Buy
1,281
+72
+6% +$3.52K 0.03% 354
2018
Q2 		$59K Sell
1,209
-3
-0.2% -$140 0.02% 373
2018
Q1 		$56K Buy
1,212
+99
+9% +$4.3K 0.02% 443
2017
Q4 		$42K Buy
1,113
+300
+37% +$11K 0.01% 469
2017
Q3 		$30K Sell
813
-261
-24% -$9.95K 0.01% 496
2017
Q2 		$42K Buy
+1,074
New +$39.2K 0.02% 371
2013
Q3 		– Sell
-180
Closed -$2K – 657
2013
Q2 		$2K Buy
+180
New +$2.13K ﹤0.01% 618

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

San Francisco Sentry Investment Group's EW Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Edwards Lifesciences (EW) position steady in Q2 2021 at 604 shares worth $62K. The position accounts for 0.03% of the portfolio, ranked #336.

San Francisco Sentry Investment Group first reported a position in EW in Q2 2013 and has held it in 18 quarters since. The position peaked at $74K in Q3 2018. 1,186 funds tracked by Wall St. Rank hold EW as of Q2 2021.

  • San Francisco Sentry Investment Group held 604 shares of Edwards Lifesciences worth $62K as of Q2 2021.
  • San Francisco Sentry Investment Group left its Edwards Lifesciences share count unchanged in Q2 2021.
  • Edwards Lifesciences made up 0.03% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #336 holding.
  • San Francisco Sentry Investment Group first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 18 quarters since.
  • San Francisco Sentry Investment Group's Edwards Lifesciences position peaked at $74K in Q3 2018.
  • 1,186 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.