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Shine Investment Advisory Services’s Edwards Lifesciences EW Stock Holding History

Shine Investment Advisory Services’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 		$119K Sell
1,487
-313
-17% -$24.4K 0.04% 174
2020
Q2 		$124K Hold
1,800
– – 0.05% 165
2020
Q1 		$113K Sell
1,800
-138
-7% -$9.95K 0.05% 164
2019
Q4 		$151K Sell
1,938
-120
-6% -$9.37K 0.06% 152
2019
Q3 		$151K Sell
2,058
-36
-2% -$2.53K 0.07% 131
2019
Q2 		$129K Sell
2,094
-150
-7% -$9.07K 0.06% 144
2019
Q1 		$143K Sell
2,244
-540
-19% -$30.8K 0.07% 138
2018
Q4 		$142K Sell
2,784
-609
-18% -$30.8K 0.07% 132
2018
Q3 		$197K Sell
3,393
-459
-12% -$22.4K 0.1% 109
2018
Q2 		$187K Sell
3,852
-69
-2% -$3.22K 0.1% 112
2018
Q1 		$182K Hold
3,921
– – 0.1% 104
2017
Q4 		$147K Buy
3,921
+579
+17% +$21.2K 0.07% 114
2017
Q3 		$122K Buy
3,342
+138
+4% +$5.26K 0.06% 137
2017
Q2 		$126K Buy
+3,204
New +$117K 0.06% 127

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

Shine Investment Advisory Services's EW Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Edwards Lifesciences (EW) stake by 17% in Q3 2020, selling an estimated $24.4K and leaving 1,487 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #174.

Shine Investment Advisory Services first reported a position in EW in Q2 2017 and has held it in 14 quarters since. The position peaked at $197K in Q3 2018. 1,084 funds tracked by Wall St. Rank hold EW as of Q3 2020.

  • Shine Investment Advisory Services held 1,487 shares of Edwards Lifesciences worth $119K as of Q3 2020.
  • Shine Investment Advisory Services sold 313 Edwards Lifesciences shares in Q3 2020, an estimated $24.4K.
  • Edwards Lifesciences made up 0.04% of Shine Investment Advisory Services's portfolio in Q3 2020, its #174 holding.
  • Shine Investment Advisory Services first reported a position in Edwards Lifesciences in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's Edwards Lifesciences position peaked at $197K in Q3 2018.
  • 1,084 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.