BIA
SASR

Bell Investment Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Bell Investment 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
Q4 		– Sell
-54
Closed -$1.16K – 2019
2023
Q3 		$1.16K Buy
54
+32
+145% +$731 ﹤0.01% 1515
2023
Q2 		$499 Buy
22
+4
+22% +$92 ﹤0.01% 1853
2023
Q1 		$468 Sell
18
-72
-80% -$2.32K ﹤0.01% 1858
2022
Q4 		$3.17K Buy
+90
New +$3.16K ﹤0.01% 1041
2022
Q3 		– Sell
-89
Closed -$3K – 2001
2022
Q2 		$3K Buy
+89
New +$3.64K ﹤0.01% 1053
2021
Q4 		$3K Sell
58
-18
-24% -$872 ﹤0.01% 1060
2021
Q3 		$3K Buy
+76
New +$3.25K ﹤0.01% 992

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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 $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Investment Advisors's SASR Position: Q4 2023 in Review

Bell Investment Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2023, closing a stake of 54 shares — an estimated $1.16K sold.

Bell Investment Advisors first reported a position in SASR in Q3 2021 and held it in 7 quarters. The position peaked at $3.17K in Q4 2022. 200 funds tracked by Wall St. Rank hold SASR as of Q4 2023.

  • Bell Investment Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 54 Sandy Spring Bancorp Inc shares in Q4 2023, an estimated $1.16K.
  • Bell Investment Advisors first reported a position in Sandy Spring Bancorp Inc in Q3 2021 and held it in 7 quarters.
  • Bell Investment Advisors's Sandy Spring Bancorp Inc position peaked at $3.17K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.