CP
SASR

Castleview Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History

Castleview 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
2022
Q1 		– Sell
-10,433
Closed -$217 – 1046
2021
Q4 		$217 Buy
+10,433
New +$505K ﹤0.01% 661

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Castleview Partners's SASR Position: Q1 2022 in Review

Castleview Partners sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2022, closing a stake of 10,433 shares — an estimated $217 sold.

Castleview Partners first reported a position in SASR in Q4 2021 and held it in 1 quarter. The position peaked at $217 in Q4 2021. 198 funds tracked by Wall St. Rank hold SASR as of Q1 2022.

  • Castleview Partners reported no remaining Sandy Spring Bancorp Inc position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 10,433 Sandy Spring Bancorp Inc shares in Q1 2022, an estimated $217.
  • Castleview Partners first reported a position in Sandy Spring Bancorp Inc in Q4 2021 and held it in 1 quarter.
  • Castleview Partners's Sandy Spring Bancorp Inc position peaked at $217 in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.