Sullivan, Bruyette, Speros & Blaney’s Edwards Lifesciences EW Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$229K	Sell	2,742 -1,073	-28%	-$90.7K	0.01%	285
2020 Q4	$348K	Buy	3,815 +794	+26%	+$65.9K	0.02%	203
2020 Q3	$241K	Hold	3,021	–	–	0.01%	226
2020 Q2	$209K	Hold	3,021	–	–	0.01%	228
2020 Q1	$190K	Hold	3,021	–	–	0.01%	212
2019 Q4	$235K	Hold	3,021	–	–	0.01%	223
2019 Q3	$221K	Buy	+3,021	New	+$212K	0.01%	218

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Sullivan, Bruyette, Speros & Blaney's EW Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Edwards Lifesciences (EW) stake by 28% in Q1 2021, selling an estimated $90.7K and leaving 2,742 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #285.

Sullivan, Bruyette, Speros & Blaney first reported a position in EW in Q3 2019 and has held it in 7 quarters since. The position peaked at $348K in Q4 2020. 1,144 funds tracked by Wall St. Rank hold EW as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 2,742 shares of Edwards Lifesciences worth $229K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney sold 1,073 Edwards Lifesciences shares in Q1 2021, an estimated $90.7K.
Edwards Lifesciences made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #285 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Edwards Lifesciences in Q3 2019 and has held it in 7 quarters since.
Sullivan, Bruyette, Speros & Blaney's Edwards Lifesciences position peaked at $348K in Q4 2020.
1,144 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.