WEC
EW icon

Winslow Evans & Crocker’s Edwards Lifesciences EW Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$11.1M Sell
121,775
-251
-0.2% -$20.8K 2.11% 5
2020
Q3 		$9.74M Buy
122,026
+954
+0.8% +$74.4K 2.41% 5
2020
Q2 		$8.37M Sell
121,072
-1,130
-0.9% -$80.3K 2.23% 5
2020
Q1 		$7.68M Sell
122,202
-7,284
-6% -$525K 2.53% 4
2019
Q4 		$10.1M Buy
129,486
+780
+0.6% +$60.9K 2.56% 4
2019
Q3 		$9.44M Buy
128,706
+132
+0.1% +$9.27K 2.64% 4
2019
Q2 		$7.92M Sell
128,574
-1,920
-1% -$116K 2.21% 4
2019
Q1 		$8.33M Sell
130,494
-6,042
-4% -$345K 2.36% 4
2018
Q4 		$6.97M Sell
136,536
-7,920
-5% -$401K 2.34% 4
2018
Q3 		$8.39M Sell
144,456
-11,190
-7% -$547K 2.54% 3
2018
Q2 		$7.55M Sell
155,646
-7,410
-5% -$346K 2.37% 4
2018
Q1 		$7.58M Sell
163,056
-630
-0.4% -$27.4K 2.46% 3
2017
Q4 		$6.15M Sell
163,686
-1,200
-0.7% -$44K 1.98% 6
2017
Q3 		$6.01M Sell
164,886
-17,127
-9% -$653K 1.99% 6
2017
Q2 		$7.11M Buy
182,013
+5,187
+3% +$189K 1.95% 6
2017
Q1 		$5.54M Sell
176,826
-33,510
-16% -$1.05M 1.74% 6
2016
Q4 		$6.57M Buy
210,336
+3,606
+2% +$117K 2.02% 5
2016
Q3 		$8.31M Sell
206,730
-9,330
-4% -$351K 2.38% 3
2016
Q2 		$7.18M Sell
216,060
-25,842
-11% -$884K 2.15% 4
2016
Q1 		$7.11M Buy
241,902
+11,400
+5% +$315K 2.14% 5
2015
Q4 		$6.07M Sell
230,502
-10,854
-4% -$282K 1.74% 6
2015
Q3 		$5.72M Sell
241,356
-2,244
-0.9% -$54.2K 1.8% 7
2015
Q2 		$5.78M Buy
243,600
+15,684
+7% +$354K 1.63% 8
2015
Q1 		$5.41M Sell
227,916
-55,944
-20% -$1.26M 1.53% 8
2014
Q4 		$6.03M Buy
283,860
+3,840
+1% +$77.1K 1.72% 5
2014
Q3 		$4.77M Buy
280,020
+33,810
+14% +$534K 1.37% 11
2014
Q2 		$3.52M Sell
246,210
-16,290
-6% -$221K 1.16% 11
2014
Q1 		$3.24M Buy
262,500
+270
+0.1% +$3.12K 1.12% 12
2013
Q4 		$2.87M Buy
+262,230
New +$2.96M 0.98% 18

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Winslow Evans & Crocker's EW Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Edwards Lifesciences (EW) stake by 0.21% in Q4 2020, selling an estimated $20.8K and leaving 121,775 shares worth $11.1M. The position accounts for 2.11% of the portfolio, ranked #5.

Winslow Evans & Crocker first reported a position in EW in Q4 2013 and has held it in 29 quarters since. 1,158 funds tracked by Wall St. Rank hold EW as of Q4 2020.

  • Winslow Evans & Crocker held 121,775 shares of Edwards Lifesciences worth $11.1M as of Q4 2020.
  • Winslow Evans & Crocker sold 251 Edwards Lifesciences shares in Q4 2020, an estimated $20.8K.
  • Edwards Lifesciences made up 2.11% of Winslow Evans & Crocker's portfolio in Q4 2020, its #5 holding.
  • Winslow Evans & Crocker first reported a position in Edwards Lifesciences in Q4 2013 and has held it in 29 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.