First United Bank & Trust’s Edwards Lifesciences EW Stock Holding History

First United Bank & Trust’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
2025 Q1	–	Sell	-176	Closed	-$13K	–	408
2024 Q4	$13K	Hold	176	–	–	﹤0.01%	305
2024 Q3	$11.6K	Sell	176 -6,950	-98%	-$505K	﹤0.01%	304
2024 Q2	$658K	Hold	7,126	–	–	0.25%	86
2024 Q1	$681K	Buy	+7,126	New	+$599K	0.25%	84
2023 Q4	–	Sell	-7,274	Closed	-$504K	–	439
2023 Q3	$504K	Hold	7,274	–	–	0.23%	95
2023 Q2	$686K	Buy	7,274 +69	+1%	+$6K	0.3%	82
2023 Q1	$596K	Sell	7,205 -18	-0.2%	-$1.42K	0.28%	87
2022 Q4	$539K	Hold	7,223	–	–	0.26%	88
2022 Q3	$597K	Hold	7,223	–	–	0.3%	83
2022 Q2	$687K	Buy	7,223 +13	+0.2%	+$1.35K	0.32%	82
2022 Q1	$849K	Hold	7,210	–	–	0.33%	78
2021 Q4	$934K	Sell	7,210 -50	-0.7%	-$5.83K	0.34%	82
2021 Q3	$822K	Buy	7,260 +65	+0.9%	+$7.42K	0.34%	84
2021 Q2	$745K	Sell	7,195 -65	-0.9%	-$6.13K	0.31%	82
2021 Q1	$607K	Sell	7,260 -571	-7%	-$48.3K	0.26%	91
2020 Q4	$714K	Buy	7,831 +55	+0.7%	+$4.56K	0.34%	80
2020 Q3	$621K	Hold	7,776	–	–	0.35%	78
2020 Q2	$537K	Buy	+7,776	New	+$553K	0.32%	83

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

First United Bank & Trust's EW Position: Q1 2025 in Review

First United Bank & Trust sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 176 shares — an estimated $13K sold.

First United Bank & Trust first reported a position in EW in Q2 2020 and held it in 18 quarters. The position peaked at $934K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EW as of Q1 2025.

First United Bank & Trust reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
First United Bank & Trust sold 176 Edwards Lifesciences shares in Q1 2025, an estimated $13K.
First United Bank & Trust first reported a position in Edwards Lifesciences in Q2 2020 and held it in 18 quarters.
First United Bank & Trust's Edwards Lifesciences position peaked at $934K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on First United Bank & Trust's 13F filing for Q1 2025, filed 15 Apr 2025.