BTI
SASR

Blue Trust Inc’s Sandy Spring Bancorp Inc SASR Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-210
Closed -$5.12K – 3040
2024
Q3 		$5.12K Buy
210
+108
+106% +$3.19K ﹤0.01% 2394
2024
Q2 		$2.36K Buy
+102
New +$2.26K ﹤0.01% 2408
2024
Q1 		– Sell
-114
Closed -$2K – 2769
2023
Q4 		$2K Buy
+114
New +$2.57K ﹤0.01% 2236

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Trust Inc's SASR Position: Q4 2024 in Review

Blue Trust Inc sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2024, closing a stake of 210 shares — an estimated $5.12K sold.

Blue Trust Inc first reported a position in SASR in Q4 2023 and held it in 3 quarters. The position peaked at $5.12K in Q3 2024. 227 funds tracked by Wall St. Rank hold SASR as of Q4 2024.

  • Blue Trust Inc reported no remaining Sandy Spring Bancorp Inc position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 210 Sandy Spring Bancorp Inc shares in Q4 2024, an estimated $5.12K.
  • Blue Trust Inc first reported a position in Sandy Spring Bancorp Inc in Q4 2023 and held it in 3 quarters.
  • Blue Trust Inc's Sandy Spring Bancorp Inc position peaked at $5.12K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.