SQA
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Simon Quick Advisors’s Edwards Lifesciences EW Stock Holding History

Simon Quick Advisors’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
2022
Q2 		– Sell
-1,175
Closed -$138K – 253
2022
Q1 		$138K Buy
1,175
+440
+60% +$49.4K 0.04% 123
2021
Q4 		$95K Sell
735
-1,099
-60% -$128K 0.03% 165
2021
Q3 		$207K Buy
1,834
+1,099
+150% +$125K 0.05% 119
2021
Q2 		$76K Hold
735
– – 0.02% 180
2021
Q1 		$61K Hold
735
– – 0.02% 210
2020
Q4 		$67K Sell
735
-1,476
-67% -$122K 0.02% 173
2020
Q3 		$176K Buy
2,211
+348
+19% +$27.2K 0.05% 92
2020
Q2 		$129K Buy
1,863
+75
+4% +$5.33K 0.05% 107
2020
Q1 		$112K Buy
1,788
+39
+2% +$2.81K 0.04% 112
2019
Q4 		$136K Buy
1,749
+714
+69% +$55.8K 0.05% 117
2019
Q3 		$76K Buy
1,035
+612
+145% +$43K 0.03% 137
2019
Q2 		$26K Sell
423
-1,002
-70% -$60.6K 0.01% 161
2019
Q1 		$91K Hold
1,425
– – 0.04% 127
2018
Q4 		$73K Buy
1,425
+600
+73% +$30.4K 0.03% 142
2018
Q3 		$48K Sell
825
-450
-35% -$22K 0.02% 177
2018
Q2 		$61K Sell
1,275
-1,275
-50% -$59.5K 0.03% 157
2018
Q1 		$119K Buy
2,550
+975
+62% +$42.3K 0.05% 122
2017
Q4 		$66K Hold
1,575
– – 0.03% 194
2017
Q3 		$57K Buy
+1,575
New +$60.1K 0.02% 253

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return