AIP
SASR

Almanack Investment Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History

Almanack Investment Partners’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
2022
Q1 		– Sell
-7,095
Closed -$341K – 538
2021
Q4 		$341K Hold
7,095
– – 0.03% 346
2021
Q3 		$325K Hold
7,095
– – 0.03% 353
2021
Q2 		$313K Hold
7,095
– – 0.03% 315
2021
Q1 		$308K Hold
7,095
– – 0.03% 308
2020
Q4 		$228K Hold
7,095
– – 0.03% 332
2020
Q3 		$217K Buy
+7,095
New +$167K 0.03% 357

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Almanack Investment Partners's SASR Position: Q1 2022 in Review

Almanack Investment Partners sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2022, closing a stake of 7,095 shares — an estimated $341K sold.

Almanack Investment Partners first reported a position in SASR in Q3 2020 and held it in 6 quarters. The position peaked at $341K in Q4 2021. 198 funds tracked by Wall St. Rank hold SASR as of Q1 2022.

  • Almanack Investment Partners reported no remaining Sandy Spring Bancorp Inc position as of Q1 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 7,095 Sandy Spring Bancorp Inc shares in Q1 2022, an estimated $341K.
  • Almanack Investment Partners first reported a position in Sandy Spring Bancorp Inc in Q3 2020 and held it in 6 quarters.
  • Almanack Investment Partners's Sandy Spring Bancorp Inc position peaked at $341K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2022.

Based on Almanack Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.