Cresset Asset Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Cresset Asset Management’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	-7,219	Closed	-$202K	–	1836
2025 Q1	$202K	Hold	7,219	–	–	﹤0.01%	1524
2024 Q4	$243K	Sell	7,219 -688	-9%	-$24K	﹤0.01%	1460
2024 Q3	$248K	Buy	+7,907	New	+$234K	﹤0.01%	1892
2024 Q1	–	Sell	-8,198	Closed	-$223K	–	1998
2023 Q4	$223K	Buy	+8,198	New	+$185K	﹤0.01%	1641
2023 Q3	–	Sell	-9,420	Closed	-$214K	–	2002
2023 Q2	$214K	Buy	+9,420	New	+$216K	﹤0.01%	1706
2023 Q1	–	Sell	-7,188	Closed	-$250K	–	877
2022 Q4	$250K	Sell	7,188 -908	-11%	-$31.9K	﹤0.01%	585
2022 Q3	$285K	Sell	8,096 -9	-0.1%	-$355	﹤0.01%	682
2022 Q2	$317K	Sell	8,105 -1,420	-15%	-$58K	﹤0.01%	699
2022 Q1	$427K	Buy	9,525 +11	+0.1%	+$519	﹤0.01%	654
2021 Q4	$458K	Buy	+9,514	New	+$461K	﹤0.01%	730

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

Cresset Asset Management's SASR Position: Q2 2025 in Review

Cresset Asset Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 7,219 shares — an estimated $202K sold.

Cresset Asset Management first reported a position in SASR in Q4 2021 and held it in 10 quarters. The position peaked at $458K in Q4 2021. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Cresset Asset Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 7,219 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $202K.
Cresset Asset Management first reported a position in Sandy Spring Bancorp Inc in Q4 2021 and held it in 10 quarters.
Cresset Asset Management's Sandy Spring Bancorp Inc position peaked at $458K in Q4 2021.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.