Annapolis Financial Services’s Sandy Spring Bancorp Inc SASR Stock Holding History

Annapolis Financial Services’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
2024 Q1	–	Sell	-1,000	Closed	-$27.2K	–	477
2023 Q4	$27.2K	Hold	1,000	–	–	0.01%	255
2023 Q3	$21.4K	Hold	1,000	–	–	0.01%	258
2023 Q2	$22.7K	Hold	1,000	–	–	0.01%	254
2023 Q1	$26K	Hold	1,000	–	–	0.01%	225
2022 Q4	$35.2K	Hold	1,000	–	–	0.01%	197
2022 Q3	$35K	Hold	1,000	–	–	0.01%	202
2022 Q2	$39K	Hold	1,000	–	–	0.01%	194
2022 Q1	$45K	Hold	1,000	–	–	0.01%	192
2021 Q4	$48K	Hold	1,000	–	–	0.01%	185
2021 Q3	$46K	Hold	1,000	–	–	0.02%	176
2021 Q2	$44K	Hold	1,000	–	–	0.01%	174
2021 Q1	$43K	Hold	1,000	–	–	0.02%	162
2020 Q4	$32K	Buy	+1,000	New	+$28.5K	0.01%	170

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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

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

SFM

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

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

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

Annapolis Financial Services's SASR Position: Q1 2024 in Review

Annapolis Financial Services sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2024, closing a stake of 1,000 shares — an estimated $27.2K sold.

Annapolis Financial Services first reported a position in SASR in Q4 2020 and held it in 13 quarters. The position peaked at $48K in Q4 2021. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2024.

Annapolis Financial Services reported no remaining Sandy Spring Bancorp Inc position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 1,000 Sandy Spring Bancorp Inc shares in Q1 2024, an estimated $27.2K.
Annapolis Financial Services first reported a position in Sandy Spring Bancorp Inc in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Sandy Spring Bancorp Inc position peaked at $48K in Q4 2021.
215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.