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Waddell & Reed Financial’s Edwards Lifesciences EW Stock Holding History

Waddell & Reed Financial’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 		$136M Buy
1,622,034
+3,624
+0.2% +$306K 0.28% 101
2020
Q4 		$148M Sell
1,618,410
-80,333
-5% -$6.66M 0.31% 88
2020
Q3 		$136M Sell
1,698,743
-34,785
-2% -$2.71M 0.33% 79
2020
Q2 		$120M Sell
1,733,528
-24,733
-1% -$1.76M 0.31% 87
2020
Q1 		$111M Sell
1,758,261
-36,981
-2% -$2.67M 0.36% 76
2019
Q4 		$140M Sell
1,795,242
-274,794
-13% -$21.5M 0.35% 74
2019
Q3 		$152M Sell
2,070,036
-66,504
-3% -$4.67M 0.39% 66
2019
Q2 		$132M Sell
2,136,540
-70,182
-3% -$4.24M 0.33% 86
2019
Q1 		$141M Sell
2,206,722
-202,428
-8% -$11.6M 0.35% 70
2018
Q4 		$123M Sell
2,409,150
-297,480
-11% -$15.1M 0.35% 72
2018
Q3 		$157M Sell
2,706,630
-224,850
-8% -$11M 0.35% 76
2018
Q2 		$142M Sell
2,931,480
-215,391
-7% -$10.1M 0.33% 87
2018
Q1 		$146M Sell
3,146,871
-411,783
-12% -$17.9M 0.33% 78
2017
Q4 		$134M Sell
3,558,654
-2,886,648
-45% -$106M 0.3% 91
2017
Q3 		$235M Sell
6,445,302
-74,109
-1% -$2.83M 0.52% 51
2017
Q2 		$257M Sell
6,519,411
-234,861
-3% -$8.57M 0.57% 47
2017
Q1 		$212M Sell
6,754,272
-388,074
-5% -$12.1M 0.45% 64
2016
Q4 		$223M Buy
7,142,346
+378,972
+6% +$12.3M 0.49% 56
2016
Q3 		$272M Buy
6,763,374
+3,291,240
+95% +$124M 0.56% 47
2016
Q2 		$115M Buy
3,472,134
+463,872
+15% +$15.9M 0.24% 108
2016
Q1 		$88.5M Buy
3,008,262
+2,643,930
+726% +$73M 0.17% 155
2015
Q4 		$9.59M Buy
+364,332
New +$9.46M 0.02% 418

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 $3.37T AUM 44.26% 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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Waddell & Reed Financial's EW Position: Q1 2021 in Review

Waddell & Reed Financial increased its Edwards Lifesciences (EW) stake by 0.22% in Q1 2021, buying an estimated $306K and bringing the position to 1,622,034 shares worth $136M. The position accounts for 0.28% of the portfolio, ranked #101.

Waddell & Reed Financial first reported a position in EW in Q4 2015 and has held it in 22 quarters since. The position peaked at $272M in Q3 2016. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.

  • Waddell & Reed Financial held 1,622,034 shares of Edwards Lifesciences worth $136M as of Q1 2021.
  • Waddell & Reed Financial bought 3,624 Edwards Lifesciences shares in Q1 2021, an estimated $306K.
  • Edwards Lifesciences made up 0.28% of Waddell & Reed Financial's portfolio in Q1 2021, its #101 holding.
  • Waddell & Reed Financial first reported a position in Edwards Lifesciences in Q4 2015 and has held it in 22 quarters since.
  • Waddell & Reed Financial's Edwards Lifesciences position peaked at $272M in Q3 2016.
  • 1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.