AG
SASR

Aperio Group’s Sandy Spring Bancorp Inc SASR Stock Holding History

Aperio Group’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
2020
Q4 		$1.22M Buy
37,757
+2,097
+6% +$59.8K ﹤0.01% 1483
2020
Q3 		$823K Buy
35,660
+4,406
+14% +$104K ﹤0.01% 1544
2020
Q2 		$774K Buy
31,254
+3,832
+14% +$91K ﹤0.01% 1540
2020
Q1 		$621K Buy
27,422
+18,696
+214% +$595K ﹤0.01% 1534
2019
Q4 		$331K Buy
8,726
+1,625
+23% +$57.3K ﹤0.01% 2012
2019
Q3 		$239K Buy
7,101
+230
+3% +$7.97K ﹤0.01% 2110
2019
Q2 		$240K Buy
+6,871
New +$231K ﹤0.01% 2110
2019
Q1 		– Sell
-6,790
Closed -$213K – 2313
2018
Q4 		$213K Buy
6,790
+856
+14% +$30.2K ﹤0.01% 2097
2018
Q3 		$233K Buy
5,934
+584
+11% +$23.3K ﹤0.01% 2131
2018
Q2 		$219K Buy
5,350
+145
+3% +$5.93K ﹤0.01% 2136
2018
Q1 		$202K Sell
5,205
-605
-10% -$23.6K ﹤0.01% 2137
2017
Q4 		$227K Sell
5,810
-190
-3% -$7.63K ﹤0.01% 2093
2017
Q3 		$249K Buy
6,000
+10
+0.2% +$393 ﹤0.01% 2025
2017
Q2 		$244K Sell
5,990
-525
-8% -$21.4K ﹤0.01% 2011
2017
Q1 		$267K Buy
6,515
+259
+4% +$10.7K ﹤0.01% 1881
2016
Q4 		$250K Buy
+6,256
New +$216K ﹤0.01% 1882

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Aperio Group's SASR Position: Q4 2020 in Review

Aperio Group increased its Sandy Spring Bancorp Inc (SASR) stake by 5.9% in Q4 2020, buying an estimated $59.8K and bringing the position to 37,757 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Aperio Group first reported a position in SASR in Q4 2016 and has held it in 16 quarters since. 177 funds tracked by Wall St. Rank hold SASR as of Q4 2020.

  • Aperio Group held 37,757 shares of Sandy Spring Bancorp Inc worth $1.22M as of Q4 2020.
  • Aperio Group bought 2,097 Sandy Spring Bancorp Inc shares in Q4 2020, an estimated $59.8K.
  • Sandy Spring Bancorp Inc made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1483 holding.
  • Aperio Group first reported a position in Sandy Spring Bancorp Inc in Q4 2016 and has held it in 16 quarters since.
  • 177 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.