Stevens First Principles Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$528K	Hold	8,580	–	–	0.31%	46
2019 Q1	$547K	Hold	8,580	–	–	0.33%	44
2018 Q4	$438K	Sell	8,580 -207	-2%	-$10.5K	0.3%	46
2018 Q3	$510K	Buy	8,787 +9	+0.1%	+$440	0.29%	51
2018 Q2	$426K	Hold	8,778	–	–	0.26%	55
2018 Q1	$408K	Buy	+8,778	New	+$381K	0.25%	58
2017 Q4	–	Sell	-8,778	Closed	-$322K	–	192
2017 Q3	$320K	Hold	8,778	–	–	0.17%	63
2017 Q2	$346K	Hold	8,778	–	–	0.2%	65
2017 Q1	$275K	Sell	8,778 -1,050	-11%	-$32.9K	0.17%	62
2016 Q4	$307K	Hold	9,828	–	–	0.21%	60
2016 Q3	$395K	Sell	9,828 -150	-2%	-$5.65K	0.28%	51
2016 Q2	$332K	Sell	9,978 -450	-4%	-$15.4K	0.25%	54
2016 Q1	$307K	Sell	10,428 -462	-4%	-$12.7K	0.25%	50
2015 Q4	$287K	Hold	10,890	–	–	0.24%	49
2015 Q3	$258K	Hold	10,890	–	–	0.21%	64
2015 Q2	$259K	Hold	10,890	–	–	0.17%	75
2015 Q1	$259K	Hold	10,890	–	–	0.17%	70
2014 Q4	$231K	Sell	10,890 -660	-6%	-$13.3K	0.15%	71
2014 Q3	$197K	Hold	11,550	–	–	0.11%	87
2014 Q2	$165K	Hold	11,550	–	–	0.09%	94
2014 Q1	$143K	Sell	11,550 -1,950	-14%	-$22.5K	0.09%	89
2013 Q4	$148K	Hold	13,500	–	–	0.09%	91
2013 Q3	$157K	Buy	13,500 +11,100	+463%	+$130K	0.09%	88
2013 Q2	$27K	Buy	+2,400	New	+$28.4K	0.02%	152

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

Stevens First Principles Investment Advisors's EW Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its Edwards Lifesciences (EW) position steady in Q2 2019 at 8,580 shares worth $528K. The position accounts for 0.31% of the portfolio, ranked #46.

Stevens First Principles Investment Advisors first reported a position in EW in Q2 2013 and has held it in 24 quarters since. The position peaked at $547K in Q1 2019. 921 funds tracked by Wall St. Rank hold EW as of Q2 2019.

Stevens First Principles Investment Advisors held 8,580 shares of Edwards Lifesciences worth $528K as of Q2 2019.
Stevens First Principles Investment Advisors left its Edwards Lifesciences share count unchanged in Q2 2019.
Edwards Lifesciences made up 0.31% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #46 holding.
Stevens First Principles Investment Advisors first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 24 quarters since.
Stevens First Principles Investment Advisors's Edwards Lifesciences position peaked at $547K in Q1 2019.
921 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.