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Sonora Investment Management’s Edwards Lifesciences EW Stock Holding History

Sonora Investment 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
2021
Q3 		$111K Hold
980
– – 0.01% 287
2021
Q2 		$101K Buy
+980
New +$92.4K 0.01% 278
2015
Q4 		– Sell
-240
Closed -$5K – 909
2015
Q3 		$5K Buy
+240
New +$5.79K ﹤0.01% 711

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
AllianceBernstein
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Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sonora Investment Management's EW Position: Q3 2021 in Review

Sonora Investment Management held its Edwards Lifesciences (EW) position steady in Q3 2021 at 980 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #287.

Sonora Investment Management first reported a position in EW in Q3 2015 and has held it in 3 quarters since. 1,228 funds tracked by Wall St. Rank hold EW as of Q3 2021.

  • Sonora Investment Management held 980 shares of Edwards Lifesciences worth $111K as of Q3 2021.
  • Sonora Investment Management left its Edwards Lifesciences share count unchanged in Q3 2021.
  • Edwards Lifesciences made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #287 holding.
  • Sonora Investment Management first reported a position in Edwards Lifesciences in Q3 2015 and has held it in 3 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.