Alera Investment Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Alera Investment Advisors’s Portfolio SASR Stock Details SASR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,179	Closed	-$253K	–	181
2022 Q4	$253K	Buy	7,179 +69	+1%	+$2.42K	0.06%	153
2022 Q3	$251K	Buy	7,110 +58	+0.8%	+$2.29K	0.07%	153
2022 Q2	$276K	Buy	7,052 +62	+0.9%	+$2.54K	0.08%	152
2022 Q1	$314K	Buy	6,990 +67	+1%	+$3.16K	0.07%	147
2021 Q4	$333K	Buy	6,923 +44	+0.6%	+$2.13K	0.09%	72
2021 Q3	$315K	Buy	6,879 +50	+0.7%	+$2.14K	0.09%	75
2021 Q2	$301K	Buy	+6,829	New	+$310K	0.09%	77

Other funds holding SASR

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Alera Investment Advisors's SASR Position: Q1 2023 in Review

Alera Investment Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2023, closing a stake of 7,179 shares — an estimated $253K sold.

Alera Investment Advisors first reported a position in SASR in Q2 2021 and held it in 7 quarters. The position peaked at $333K in Q4 2021. 192 funds tracked by Wall St. Rank hold SASR as of Q1 2023.

Alera Investment Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2023 after selling out during the quarter.
Alera Investment Advisors sold 7,179 Sandy Spring Bancorp Inc shares in Q1 2023, an estimated $253K.
Alera Investment Advisors first reported a position in Sandy Spring Bancorp Inc in Q2 2021 and held it in 7 quarters.
Alera Investment Advisors's Sandy Spring Bancorp Inc position peaked at $333K in Q4 2021.
192 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2023.

Based on Alera Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.