SWS Partners’s Edwards Lifesciences EW Stock Holding History

SWS Partners’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
2022 Q2	–	Sell	-8,806	Closed	-$1.04M	–	89
2022 Q1	$1.04M	Sell	8,806 -4,767	-35%	-$535K	0.68%	63
2021 Q4	$1.76M	Sell	13,573 -2,202	-14%	-$257K	1%	56
2021 Q3	$1.79M	Buy	15,775 +294	+2%	+$33.6K	1.11%	43
2021 Q2	$1.6M	Buy	15,481 +178	+1%	+$16.8K	1.04%	50
2021 Q1	$1.28M	Buy	15,303 +4,828	+46%	+$408K	0.88%	59
2020 Q4	$956K	Buy	10,475 +1,104	+12%	+$91.6K	0.43%	86
2020 Q3	$748K	Buy	9,371 +1,068	+13%	+$83.3K	0.37%	80
2020 Q2	$651K	Buy	8,303 +800	+11%	+$56.9K	0.83%	52
2020 Q1	$472K	Buy	+7,503	New	+$541K	0.34%	80
2019 Q3	$507K	Sell	6,222 -663	-10%	-$46.6K	0.3%	72
2019 Q2	$443K	Buy	+6,885	New	+$416K	0.28%	83
2018 Q4	$273K	Buy	5,352 +108	+2%	+$5.46K	0.21%	80
2018 Q3	$304K	Buy	5,244 +522	+11%	+$25.5K	0.19%	85
2018 Q2	$229K	Buy	+4,722	New	+$220K	0.16%	93

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SWS Partners's EW Position: Q2 2022 in Review

SWS Partners sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 8,806 shares — an estimated $1.04M sold.

SWS Partners first reported a position in EW in Q2 2018 and held it in 14 quarters. The position peaked at $1.79M in Q3 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

SWS Partners reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
SWS Partners sold 8,806 Edwards Lifesciences shares in Q2 2022, an estimated $1.04M.
SWS Partners first reported a position in Edwards Lifesciences in Q2 2018 and held it in 14 quarters.
SWS Partners's Edwards Lifesciences position peaked at $1.79M in Q3 2021.
1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on SWS Partners's 13F filing for Q2 2022, filed 28 Jul 2022.