BCA
SASR

Berman Capital Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Berman Capital 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
2021
Q3 		$35K Sell
774
-674
-47% -$28.9K 0.01% 813
2021
Q2 		$63K Buy
1,448
+724
+100% +$32.8K 0.01% 504
2021
Q1 		$31K Buy
+724
New +$27.5K 0.01% 651

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Berman Capital Advisors's SASR Position: Q3 2021 in Review

Berman Capital Advisors reduced its Sandy Spring Bancorp Inc (SASR) stake by 47% in Q3 2021, selling an estimated $28.9K and leaving 774 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #813.

Berman Capital Advisors first reported a position in SASR in Q1 2021 and has held it in 3 quarters since. The position peaked at $63K in Q2 2021. 189 funds tracked by Wall St. Rank hold SASR as of Q3 2021.

  • Berman Capital Advisors held 774 shares of Sandy Spring Bancorp Inc worth $35K as of Q3 2021.
  • Berman Capital Advisors sold 674 Sandy Spring Bancorp Inc shares in Q3 2021, an estimated $28.9K.
  • Sandy Spring Bancorp Inc made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #813 holding.
  • Berman Capital Advisors first reported a position in Sandy Spring Bancorp Inc in Q1 2021 and has held it in 3 quarters since.
  • Berman Capital Advisors's Sandy Spring Bancorp Inc position peaked at $63K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.