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

Cerity 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 Q2	–	Sell	-27,774	Closed	-$776K	–	2789
2025 Q1	$776K	Buy	27,774 +1,191	+4%	+$37.9K	﹤0.01%	1544
2024 Q4	$895K	Buy	26,583 +374	+1%	+$13.1K	﹤0.01%	1471
2024 Q3	$822K	Buy	26,209 +832	+3%	+$24.6K	﹤0.01%	1499
2024 Q2	$618K	Buy	+25,377	New	+$563K	﹤0.01%	1447
2024 Q1	–	Sell	-21,376	Closed	-$582K	–	2368
2023 Q4	$582K	Hold	21,376	–	–	﹤0.01%	1207
2023 Q3	$458K	Hold	21,376	–	–	﹤0.01%	1012
2023 Q2	$485K	Sell	21,376 -32	-0.1%	-$734	﹤0.01%	1198
2023 Q1	$556K	Sell	21,408 -204	-0.9%	-$6.56K	﹤0.01%	1247
2022 Q4	$761K	Buy	+21,612	New	+$758K	﹤0.01%	776

Other funds holding SASR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cerity Partners's SASR Position: Q2 2025 in Review

Cerity Partners sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 27,774 shares — an estimated $776K sold.

Cerity Partners first reported a position in SASR in Q4 2022 and held it in 9 quarters. The position peaked at $895K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Cerity Partners reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 27,774 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $776K.
Cerity Partners first reported a position in Sandy Spring Bancorp Inc in Q4 2022 and held it in 9 quarters.
Cerity Partners's Sandy Spring Bancorp Inc position peaked at $895K in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.