SSWM
EW icon

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
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return