AAP
SASR

Arax Advisory Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History

Arax Advisory 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
2025
Q1 		– Sell
-144
Closed -$4.86K – 3104
2024
Q4 		$4.86K Hold
144
– – ﹤0.01% 1752
2024
Q3 		$4.52K Hold
144
– – ﹤0.01% 1762
2024
Q2 		$3.51K Buy
+144
New +$3.2K ﹤0.01% 1745

Other funds holding SASR

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arax Advisory Partners's SASR Position: Q1 2025 in Review

Arax Advisory Partners sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 144 shares — an estimated $4.86K sold.

Arax Advisory Partners first reported a position in SASR in Q2 2024 and held it in 3 quarters. The position peaked at $4.86K in Q4 2024. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • Arax Advisory Partners reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 144 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $4.86K.
  • Arax Advisory Partners first reported a position in Sandy Spring Bancorp Inc in Q2 2024 and held it in 3 quarters.
  • Arax Advisory Partners's Sandy Spring Bancorp Inc position peaked at $4.86K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.