Algert Global’s Sandy Spring Bancorp Inc SASR Stock Holding History

Algert Global’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
2025 Q1	–	Sell	-21,723	Closed	-$732K	–	1355
2024 Q4	$732K	Sell	21,723 -37,596	-63%	-$1.31M	0.02%	849
2024 Q3	$1.86M	Sell	59,319 -5,100	-8%	-$151K	0.05%	571
2024 Q2	$1.57M	Buy	64,419 +50,659	+368%	+$1.12M	0.05%	540
2024 Q1	$319K	Hold	13,760	–	–	0.01%	876
2023 Q4	$375K	Buy	+13,760	New	+$311K	0.02%	896
2022 Q2	–	Sell	-26,358	Closed	-$1.18M	–	1415
2022 Q1	$1.18M	Buy	26,358 +5,918	+29%	+$279K	0.08%	451
2021 Q4	$983K	Buy	20,440 +15,410	+306%	+$746K	0.12%	284
2021 Q3	$230K	Buy	+5,030	New	+$215K	0.03%	858
2020 Q1	–	Sell	-17,449	Closed	-$661K	–	533
2019 Q4	$661K	Sell	17,449 -7,815	-31%	-$276K	0.2%	171
2019 Q3	$852K	Sell	25,264 -19,764	-44%	-$685K	0.32%	109
2019 Q2	$1.57M	Buy	+45,028	New	+$1.51M	0.58%	56

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Algert Global's SASR Position: Q1 2025 in Review

Algert Global sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 21,723 shares — an estimated $732K sold.

Algert Global first reported a position in SASR in Q2 2019 and held it in 11 quarters. The position peaked at $1.86M in Q3 2024. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

Algert Global reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
Algert Global sold 21,723 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $732K.
Algert Global first reported a position in Sandy Spring Bancorp Inc in Q2 2019 and held it in 11 quarters.
Algert Global's Sandy Spring Bancorp Inc position peaked at $1.86M in Q3 2024.
215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.