Tarbox Family Office’s Edwards Lifesciences EW Stock Holding History

Tarbox Family Office’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	-438	Closed	-$52K	–	406
2022 Q1	$52K	Sell	438 -96	-18%	-$10.8K	0.01%	169
2021 Q4	$69K	Hold	534	–	–	0.01%	189
2021 Q3	$60K	Hold	534	–	–	0.01%	220
2021 Q2	$55K	Hold	534	–	–	0.01%	233
2021 Q1	$45K	Hold	534	–	–	0.01%	207
2020 Q4	$49K	Hold	534	–	–	0.01%	193
2020 Q3	$43K	Hold	534	–	–	0.01%	197
2020 Q2	$37K	Buy	534 +90	+20%	+$6.4K	0.01%	208
2020 Q1	$28K	Sell	444 -84	-16%	-$6.06K	0.01%	214
2019 Q4	$41K	Sell	528 -3	-0.6%	-$234	0.01%	201
2019 Q3	$39K	Hold	531	–	–	0.01%	173
2019 Q2	$33K	Buy	531 +174	+49%	+$10.5K	0.01%	185
2019 Q1	$23K	Hold	357	–	–	0.01%	211
2018 Q4	$18K	Buy	+357	New	+$18.1K	0.01%	227
2018 Q3	–	Sell	-180	Closed	-$9K	–	620
2018 Q2	$9K	Hold	180	–	–	﹤0.01%	311
2018 Q1	$8K	Hold	180	–	–	﹤0.01%	339
2017 Q4	$7K	Sell	180 -33	-15%	-$1.21K	﹤0.01%	354
2017 Q3	$8K	Buy	213 +33	+18%	+$1.26K	﹤0.01%	325
2017 Q2	$7K	Hold	180	–	–	﹤0.01%	327
2017 Q1	$6K	Sell	180 -114	-39%	-$3.57K	﹤0.01%	342
2016 Q4	$9K	Buy	294 +141	+92%	+$4.57K	0.01%	262
2016 Q3	$6K	Buy	153 +123	+410%	+$4.63K	﹤0.01%	296
2016 Q2	$1K	Hold	30	–	–	﹤0.01%	480
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	499
2015 Q4	$1K	Hold	30	–	–	﹤0.01%	464
2015 Q3	$1K	Buy	+30	New	+$724	﹤0.01%	472

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

Tarbox Family Office's EW Position: Q2 2022 in Review

Tarbox Family Office sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 438 shares — an estimated $52K sold.

Tarbox Family Office first reported a position in EW in Q3 2015 and held it in 26 quarters. The position peaked at $69K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

Tarbox Family Office reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 438 Edwards Lifesciences shares in Q2 2022, an estimated $52K.
Tarbox Family Office first reported a position in Edwards Lifesciences in Q3 2015 and held it in 26 quarters.
Tarbox Family Office's Edwards Lifesciences position peaked at $69K in Q4 2021.
1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.