Security National Trust’s Edwards Lifesciences EW Stock Holding History

Security National Trust’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 Q2	–	Sell	-183	Closed	-$12K	–	429
2020 Q1	$12K	Buy	183 +45	+33%	+$3.25K	﹤0.01%	348
2019 Q4	$11K	Buy	+138	New	+$10.8K	﹤0.01%	362
2014 Q1	–	Sell	-750	Closed	-$8K	–	532
2013 Q4	$8K	Sell	750 -750	-50%	-$8.45K	﹤0.01%	428
2013 Q3	$17K	Hold	1,500	–	–	0.01%	347
2013 Q2	$17K	Buy	+1,500	New	+$17.8K	0.01%	338

Other funds holding EW

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Security National Trust's EW Position: Q2 2020 in Review

Security National Trust sold out of Edwards Lifesciences (EW) in Q2 2020, closing a stake of 183 shares — an estimated $12K sold.

Security National Trust first reported a position in EW in Q2 2013 and held it in 5 quarters. The position peaked at $17K in Q3 2013. 1,048 funds tracked by Wall St. Rank hold EW as of Q2 2020.

Security National Trust reported no remaining Edwards Lifesciences position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 183 Edwards Lifesciences shares in Q2 2020, an estimated $12K.
Security National Trust first reported a position in Edwards Lifesciences in Q2 2013 and held it in 5 quarters.
Security National Trust's Edwards Lifesciences position peaked at $17K in Q3 2013.
1,048 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.