CYG
SASR

Clean Yield Group’s Sandy Spring Bancorp Inc SASR Stock Holding History

Clean Yield 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
2023
Q3 		– Sell
-22
Closed -$499 – 419
2023
Q2 		$499 Hold
22
– – ﹤0.01% 392
2023
Q1 		$572 Hold
22
– – ﹤0.01% 409
2022
Q4 		$775 Hold
22
– – ﹤0.01% 435
2022
Q3 		$1K Buy
+22
New +$868 ﹤0.01% 454

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Clean Yield Group's SASR Position: Q3 2023 in Review

Clean Yield Group sold out of Sandy Spring Bancorp Inc (SASR) in Q3 2023, closing a stake of 22 shares — an estimated $499 sold.

Clean Yield Group first reported a position in SASR in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 191 funds tracked by Wall St. Rank hold SASR as of Q3 2023.

  • Clean Yield Group reported no remaining Sandy Spring Bancorp Inc position as of Q3 2023 after selling out during the quarter.
  • Clean Yield Group sold 22 Sandy Spring Bancorp Inc shares in Q3 2023, an estimated $499.
  • Clean Yield Group first reported a position in Sandy Spring Bancorp Inc in Q3 2022 and held it in 4 quarters.
  • Clean Yield Group's Sandy Spring Bancorp Inc position peaked at $1K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.