Sheets Smith Wealth Management’s Edwards Lifesciences EW Stock Holding History

Sheets Smith Wealth Management’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 Q1	–	Sell	-15,258	Closed	-$1.18M	–	288
2019 Q4	$1.18M	Sell	15,258 -321	-2%	-$25.1K	0.23%	105
2019 Q3	$1.14M	Buy	15,579 +543	+4%	+$38.1K	0.23%	110
2019 Q2	$926K	Sell	15,036 -219	-1%	-$13.2K	0.19%	131
2019 Q1	$973K	Buy	15,255 +42	+0.3%	+$2.4K	0.21%	127
2018 Q4	$777K	Hold	15,213	–	–	0.21%	126
2018 Q3	$883K	Buy	+15,213	New	+$744K	0.18%	140
2013 Q3	–	Sell	-193,200	Closed	-$2.16M	–	242
2013 Q2	$2.16M	Buy	+193,200	New	+$2.29M	0.73%	43

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sheets Smith Wealth Management's EW Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 15,258 shares — an estimated $1.18M sold.

Sheets Smith Wealth Management first reported a position in EW in Q2 2013 and held it in 7 quarters. The position peaked at $2.16M in Q2 2013. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

Sheets Smith Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 15,258 Edwards Lifesciences shares in Q1 2020, an estimated $1.18M.
Sheets Smith Wealth Management first reported a position in Edwards Lifesciences in Q2 2013 and held it in 7 quarters.
Sheets Smith Wealth Management's Edwards Lifesciences position peaked at $2.16M in Q2 2013.
1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.