Ellevest Inc’s Sandy Spring Bancorp Inc SASR Stock Holding History

Ellevest Inc’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
2020 Q2	–	Sell	-38	Closed	-$1K	–	1370
2020 Q1	$1K	Buy	+38	New	+$1.21K	﹤0.01%	1014

Other funds holding SASR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Ellevest Inc's SASR Position: Q2 2020 in Review

Ellevest Inc sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2020, closing a stake of 38 shares — an estimated $1K sold.

Ellevest Inc first reported a position in SASR in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 172 funds tracked by Wall St. Rank hold SASR as of Q2 2020.

Ellevest Inc reported no remaining Sandy Spring Bancorp Inc position as of Q2 2020 after selling out during the quarter.
Ellevest Inc sold 38 Sandy Spring Bancorp Inc shares in Q2 2020, an estimated $1K.
Ellevest Inc first reported a position in Sandy Spring Bancorp Inc in Q1 2020 and held it in 1 quarter.
Ellevest Inc's Sandy Spring Bancorp Inc position peaked at $1K in Q1 2020.
172 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.