EPCA
SASR

Elizabeth Park Capital Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Elizabeth Park Capital Advisors’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
2024
Q4 		– Sell
-178,085
Closed -$5.59M – 45
2024
Q3 		$5.59M Sell
178,085
-18,053
-9% -$533K 4.51% 2
2024
Q2 		$4.78M Buy
+196,138
New +$4.35M 4.14% 2
2021
Q3 		– Sell
-90,881
Closed -$4.01M – 58
2021
Q2 		$4.01M Hold
90,881
– – 1.53% 28
2021
Q1 		$3.95M Buy
+90,881
New +$3.45M 1.31% 31

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Elizabeth Park Capital Advisors's SASR Position: Q4 2024 in Review

Elizabeth Park Capital Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2024, closing a stake of 178,085 shares — an estimated $5.59M sold.

Elizabeth Park Capital Advisors first reported a position in SASR in Q1 2021 and held it in 4 quarters. The position peaked at $5.59M in Q3 2024. 227 funds tracked by Wall St. Rank hold SASR as of Q4 2024.

  • Elizabeth Park Capital Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q4 2024 after selling out during the quarter.
  • Elizabeth Park Capital Advisors sold 178,085 Sandy Spring Bancorp Inc shares in Q4 2024, an estimated $5.59M.
  • Elizabeth Park Capital Advisors first reported a position in Sandy Spring Bancorp Inc in Q1 2021 and held it in 4 quarters.
  • Elizabeth Park Capital Advisors's Sandy Spring Bancorp Inc position peaked at $5.59M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2024.

Based on Elizabeth Park Capital Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.