AA
SASR

ALPS Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

ALPS 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
-8,290
Closed -$292K – 1147
2022
Q4 		$292K Sell
8,290
-52
-0.6% -$1.82K ﹤0.01% 907
2022
Q3 		$294K Buy
+8,342
New +$329K ﹤0.01% 835
2020
Q1 		– Sell
-9,719
Closed -$368K – 951
2019
Q4 		$368K Sell
9,719
-423
-4% -$14.9K ﹤0.01% 666
2019
Q3 		$342K Sell
10,142
-1,345
-12% -$46.6K ﹤0.01% 786
2019
Q2 		$401K Sell
11,487
-606
-5% -$20.4K ﹤0.01% 641
2019
Q1 		$378K Buy
+12,093
New +$400K ﹤0.01% 811
2018
Q1 		– Sell
-12,232
Closed -$477K – 1009
2017
Q4 		$477K Hold
12,232
– – ﹤0.01% 599
2017
Q3 		$507K Buy
+12,232
New +$481K ﹤0.01% 487

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's SASR Position: Q1 2023 in Review

ALPS Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2023, closing a stake of 8,290 shares — an estimated $292K sold.

ALPS Advisors first reported a position in SASR in Q3 2017 and held it in 8 quarters. The position peaked at $507K in Q3 2017. 192 funds tracked by Wall St. Rank hold SASR as of Q1 2023.

  • ALPS Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • ALPS Advisors sold 8,290 Sandy Spring Bancorp Inc shares in Q1 2023, an estimated $292K.
  • ALPS Advisors first reported a position in Sandy Spring Bancorp Inc in Q3 2017 and held it in 8 quarters.
  • ALPS Advisors's Sandy Spring Bancorp Inc position peaked at $507K in Q3 2017.
  • 192 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.