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 $5.7T 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

Capital International Investors

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

Bank of New York Mellon

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

AllianceBernstein

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

Wellington Management Group

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

Sands Capital Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return