ZIG
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Zuckerman Investment Group’s Edwards Lifesciences EW Stock Holding History

Zuckerman Investment Group’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
2015
Q1 		– Sell
-9,600
Closed -$204K – 56
2014
Q4 		$204K Buy
+9,600
New +$193K 0.04% 57

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State Street
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zuckerman Investment Group's EW Position: Q1 2015 in Review

Zuckerman Investment Group sold out of Edwards Lifesciences (EW) in Q1 2015, closing a stake of 9,600 shares — an estimated $204K sold.

Zuckerman Investment Group first reported a position in EW in Q4 2014 and held it in 1 quarter. The position peaked at $204K in Q4 2014. 575 funds tracked by Wall St. Rank hold EW as of Q1 2015.

  • Zuckerman Investment Group reported no remaining Edwards Lifesciences position as of Q1 2015 after selling out during the quarter.
  • Zuckerman Investment Group sold 9,600 Edwards Lifesciences shares in Q1 2015, an estimated $204K.
  • Zuckerman Investment Group first reported a position in Edwards Lifesciences in Q4 2014 and held it in 1 quarter.
  • Zuckerman Investment Group's Edwards Lifesciences position peaked at $204K in Q4 2014.
  • 575 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2015.

Based on Zuckerman Investment Group's 13F filing for Q1 2015, filed 13 May 2015.