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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simon Quick Advisors's EW Position: Q2 2022 in Review

Simon Quick Advisors sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,175 shares — an estimated $138K sold.

Simon Quick Advisors first reported a position in EW in Q3 2017 and held it in 19 quarters. The position peaked at $207K in Q3 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Simon Quick Advisors reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 1,175 Edwards Lifesciences shares in Q2 2022, an estimated $138K.
  • Simon Quick Advisors first reported a position in Edwards Lifesciences in Q3 2017 and held it in 19 quarters.
  • Simon Quick Advisors's Edwards Lifesciences position peaked at $207K in Q3 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.