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tru Independence’s Edwards Lifesciences EW Stock Holding History

tru Independence’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
Q2 		– Sell
-5,645
Closed -$472K – 306
2021
Q1 		$472K Buy
+5,645
New +$477K 0.09% 176
2020
Q3 		– Sell
-1,732
Closed -$120K – 499
2020
Q2 		$120K Buy
1,732
+94
+6% +$6.68K 0.02% 290
2020
Q1 		$103K Hold
1,638
– – 0.02% 241
2019
Q4 		$103K Buy
+1,638
New +$128K 0.01% 298

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

tru Independence's EW Position: Q2 2021 in Review

tru Independence sold out of Edwards Lifesciences (EW) in Q2 2021, closing a stake of 5,645 shares — an estimated $472K sold.

tru Independence first reported a position in EW in Q4 2019 and held it in 4 quarters. The position peaked at $472K in Q1 2021. 1,188 funds tracked by Wall St. Rank hold EW as of Q2 2021.

  • tru Independence reported no remaining Edwards Lifesciences position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 5,645 Edwards Lifesciences shares in Q2 2021, an estimated $472K.
  • tru Independence first reported a position in Edwards Lifesciences in Q4 2019 and held it in 4 quarters.
  • tru Independence's Edwards Lifesciences position peaked at $472K in Q1 2021.
  • 1,188 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.