South Texas Money Management’s Edwards Lifesciences EW Stock Holding History

South Texas Money 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
2019 Q3	$69.7M	Sell	950,325 -67,710	-7%	-$4.76M	2.94%	3
2019 Q2	$62.7M	Sell	1,018,035 -34,152	-3%	-$2.07M	2.68%	6
2019 Q1	$67.1M	Sell	1,052,187 -8,535	-0.8%	-$487K	2.89%	6
2018 Q4	$54.2M	Sell	1,060,722 -3,384	-0.3%	-$171K	2.59%	7
2018 Q3	$61.8M	Sell	1,064,106 -9,681	-0.9%	-$473K	2.6%	7
2018 Q2	$52.1M	Buy	1,073,787 +20,916	+2%	+$976K	2.28%	8
2018 Q1	$49M	Buy	1,052,871 +6,798	+0.6%	+$295K	2.24%	10
2017 Q4	$39.3M	Sell	1,046,073 -23,379	-2%	-$858K	1.83%	17
2017 Q3	$39M	Buy	1,069,452 +8,658	+0.8%	+$330K	1.85%	18
2017 Q2	$41.8M	Buy	1,060,794 +26,346	+3%	+$962K	2.05%	12
2017 Q1	$32.4M	Buy	1,034,448 +633,357	+158%	+$19.8M	1.63%	22
2016 Q4	$12.5M	Sell	401,091 -443,679	-53%	-$14.4M	0.66%	53
2016 Q3	$33.9M	Buy	844,770 +552,600	+189%	+$20.8M	1.88%	15
2016 Q2	$9.71M	Buy	+292,170	New	+$10M	0.55%	53

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

South Texas Money Management's EW Position: Q3 2019 in Review

South Texas Money Management reduced its Edwards Lifesciences (EW) stake by 6.7% in Q3 2019, selling an estimated $4.76M and leaving 950,325 shares worth $69.7M. The position accounts for 2.94% of the portfolio, ranked #3.

South Texas Money Management first reported a position in EW in Q2 2016 and has held it in 14 quarters since. 965 funds tracked by Wall St. Rank hold EW as of Q3 2019.

South Texas Money Management held 950,325 shares of Edwards Lifesciences worth $69.7M as of Q3 2019.
South Texas Money Management sold 67,710 Edwards Lifesciences shares in Q3 2019, an estimated $4.76M.
Edwards Lifesciences made up 2.94% of South Texas Money Management's portfolio in Q3 2019, its #3 holding.
South Texas Money Management first reported a position in Edwards Lifesciences in Q2 2016 and has held it in 14 quarters since.
965 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.