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Shaker Investments’s Edwards Lifesciences EW Stock Holding History

Shaker Investments’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
Q3 		– Sell
-17,001
Closed -$1.18M – 88
2020
Q2 		$1.18M Buy
17,001
+57
+0.3% +$4.05K 0.67% 40
2020
Q1 		$1.06M Buy
16,944
+3,618
+27% +$261K 0.91% 31
2019
Q4 		$1.04M Buy
13,326
+6
+0% +$469 0.62% 45
2019
Q3 		$976K Buy
13,320
+7,920
+147% +$556K 0.64% 42
2019
Q2 		$333K Hold
5,400
– – 0.22% 75
2019
Q1 		$344K Buy
+5,400
New +$308K 0.24% 66

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shaker Investments's EW Position: Q3 2020 in Review

Shaker Investments sold out of Edwards Lifesciences (EW) in Q3 2020, closing a stake of 17,001 shares — an estimated $1.18M sold.

Shaker Investments first reported a position in EW in Q1 2019 and held it in 6 quarters. The position peaked at $1.18M in Q2 2020. 1,084 funds tracked by Wall St. Rank hold EW as of Q3 2020.

  • Shaker Investments reported no remaining Edwards Lifesciences position as of Q3 2020 after selling out during the quarter.
  • Shaker Investments sold 17,001 Edwards Lifesciences shares in Q3 2020, an estimated $1.18M.
  • Shaker Investments first reported a position in Edwards Lifesciences in Q1 2019 and held it in 6 quarters.
  • Shaker Investments's Edwards Lifesciences position peaked at $1.18M in Q2 2020.
  • 1,084 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on Shaker Investments's 13F filing for Q3 2020, filed 9 Nov 2020.