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West Oak Capital’s Edwards Lifesciences EW Stock Holding History

West Oak Capital’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
Q4 		– Sell
-300
Closed -$34K – 369
2021
Q3 		$34K Buy
+300
New +$34.2K 0.01% 207
2017
Q2 		– Sell
-654
Closed -$20.5K – 354
2017
Q1 		$20.5K Buy
654
+204
+45% +$6.39K 0.01% 242
2016
Q4 		$14.1K Sell
450
-150
-25% -$4.86K 0.01% 262
2016
Q3 		$24.1K Hold
600
– – 0.02% 230
2016
Q2 		$19.9K Buy
+600
New +$20.5K 0.01% 225

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

West Oak Capital's EW Position: Q4 2021 in Review

West Oak Capital sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 300 shares — an estimated $34K sold.

West Oak Capital first reported a position in EW in Q2 2016 and held it in 5 quarters. The position peaked at $34K in Q3 2021. 1,320 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • West Oak Capital reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
  • West Oak Capital sold 300 Edwards Lifesciences shares in Q4 2021, an estimated $34K.
  • West Oak Capital first reported a position in Edwards Lifesciences in Q2 2016 and held it in 5 quarters.
  • West Oak Capital's Edwards Lifesciences position peaked at $34K in Q3 2021.
  • 1,320 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on West Oak Capital's 13F filing for Q4 2021, filed 12 Jan 2022.