CIBC Private Wealth Group
SASR

CIBC Private Wealth Group’s Sandy Spring Bancorp Inc SASR Stock Holding History

CIBC Private Wealth Group’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
Q1 		– Sell
-72
Closed -$2.32K – 3297
2024
Q4 		$2.32K Sell
72
-95
-57% -$3.31K ﹤0.01% 2670
2024
Q3 		$5.24K Buy
167
+95
+132% +$2.81K ﹤0.01% 2579
2024
Q2 		$1.71K Hold
72
– – ﹤0.01% 2792
2024
Q1 		$1.6K Buy
+72
New +$1.69K ﹤0.01% 2791

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CIBC Private Wealth Group's SASR Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 72 shares — an estimated $2.32K sold.

CIBC Private Wealth Group first reported a position in SASR in Q1 2024 and held it in 4 quarters. The position peaked at $5.24K in Q3 2024. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 72 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $2.32K.
  • CIBC Private Wealth Group first reported a position in Sandy Spring Bancorp Inc in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's Sandy Spring Bancorp Inc position peaked at $5.24K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.