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Weld Capital Management’s Edwards Lifesciences EW Stock Holding History

Weld Capital Management’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
Q3 		– Sell
-6,152
Closed -$637K – 67
2021
Q2 		$637K Buy
6,152
+872
+17% +$82.2K 0.64% 40
2021
Q1 		$442K Buy
+5,280
New +$446K 0.19% 197
2019
Q1 		– Sell
-12,834
Closed -$655K – 717
2018
Q4 		$655K Buy
+12,834
New +$649K 0.15% 261

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
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

Weld Capital Management's EW Position: Q3 2021 in Review

Weld Capital Management sold out of Edwards Lifesciences (EW) in Q3 2021, closing a stake of 6,152 shares — an estimated $637K sold.

Weld Capital Management first reported a position in EW in Q4 2018 and held it in 3 quarters. The position peaked at $655K in Q4 2018. 1,229 funds tracked by Wall St. Rank hold EW as of Q3 2021.

  • Weld Capital Management reported no remaining Edwards Lifesciences position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 6,152 Edwards Lifesciences shares in Q3 2021, an estimated $637K.
  • Weld Capital Management first reported a position in Edwards Lifesciences in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's Edwards Lifesciences position peaked at $655K in Q4 2018.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.