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Sterling Financial Planning’s Edwards Lifesciences EW Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-735
Closed -$83K – 200
2021
Q3 		$83K Sell
735
-50
-6% -$5.71K 0.05% 139
2021
Q2 		$81K Hold
785
– – 0.05% 132
2021
Q1 		$66K Sell
785
-365
-32% -$30.9K 0.05% 131
2020
Q4 		$105K Buy
+1,150
New +$95.4K 0.08% 101

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Sterling Financial Planning's EW Position: Q4 2021 in Review

Sterling Financial Planning sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 735 shares — an estimated $83K sold.

Sterling Financial Planning first reported a position in EW in Q4 2020 and held it in 4 quarters. The position peaked at $105K in Q4 2020. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Sterling Financial Planning reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 735 Edwards Lifesciences shares in Q4 2021, an estimated $83K.
  • Sterling Financial Planning first reported a position in Edwards Lifesciences in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Edwards Lifesciences position peaked at $105K in Q4 2020.
  • 1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.