EF
SASR

Empowered Funds’s Sandy Spring Bancorp Inc SASR Stock Holding History

Empowered Funds’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
-102,747
Closed -$3.46M – 1831
2024
Q4 		$3.46M Sell
102,747
-9,662
-9% -$337K 0.05% 497
2024
Q3 		$3.53M Buy
112,409
+5,628
+5% +$166K 0.06% 474
2024
Q2 		$2.6M Buy
106,781
+7,560
+8% +$168K 0.05% 523
2024
Q1 		$2.3M Buy
99,221
+7,492
+8% +$176K 0.04% 561
2023
Q4 		$2.5M Buy
91,729
+8,256
+10% +$186K 0.06% 440
2023
Q3 		$1.79M Buy
83,473
+6,794
+9% +$155K 0.05% 484
2023
Q2 		$1.74M Buy
+76,679
New +$1.76M 0.06% 449

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

Empowered Funds's SASR Position: Q1 2025 in Review

Empowered Funds sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 102,747 shares — an estimated $3.46M sold.

Empowered Funds first reported a position in SASR in Q2 2023 and held it in 7 quarters. The position peaked at $3.53M in Q3 2024. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • Empowered Funds reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • Empowered Funds sold 102,747 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $3.46M.
  • Empowered Funds first reported a position in Sandy Spring Bancorp Inc in Q2 2023 and held it in 7 quarters.
  • Empowered Funds's Sandy Spring Bancorp Inc position peaked at $3.53M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.