Envestnet Asset Management
SASR

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

Envestnet 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
-17,405
Closed -$486K – 4601
2025
Q1 		$486K Sell
17,405
-525
-3% -$16.7K ﹤0.01% 3644
2024
Q4 		$604K Sell
17,930
-300
-2% -$10.5K ﹤0.01% 3478
2024
Q3 		$572K Sell
18,230
-1,034
-5% -$30.6K ﹤0.01% 3477
2024
Q2 		$469K Buy
19,264
+2,539
+15% +$56.4K ﹤0.01% 3495
2024
Q1 		$388K Sell
16,725
-281
-2% -$6.61K ﹤0.01% 3581
2023
Q4 		$463K Sell
17,006
-145
-0.8% -$3.27K ﹤0.01% 3372
2023
Q3 		$368K Buy
17,151
+2,571
+18% +$58.7K ﹤0.01% 3418
2023
Q2 		$331K Sell
14,580
-7,528
-34% -$173K ﹤0.01% 3437
2023
Q1 		$574K Buy
22,108
+627
+3% +$20.2K ﹤0.01% 3049
2022
Q4 		$757K Sell
21,481
-778
-3% -$27.3K ﹤0.01% 2840
2022
Q3 		$785K Sell
22,259
-2,502
-10% -$98.7K ﹤0.01% 2749
2022
Q2 		$967K Buy
24,761
+12
+0% +$491 ﹤0.01% 2618
2022
Q1 		$1.11M Buy
24,749
+608
+3% +$28.7K ﹤0.01% 2589
2021
Q4 		$1.16M Buy
24,141
+3,915
+19% +$190K ﹤0.01% 2532
2021
Q3 		$927K Sell
20,226
-80
-0.4% -$3.43K ﹤0.01% 2600
2021
Q2 		$896K Sell
20,306
-427
-2% -$19.4K ﹤0.01% 2614
2021
Q1 		$900K Buy
20,733
+1,280
+7% +$48.7K ﹤0.01% 2469
2020
Q4 		$626K Sell
19,453
-4,063
-17% -$116K ﹤0.01% 2537
2020
Q3 		$543K Sell
23,516
-200
-0.8% -$4.72K ﹤0.01% 2413
2020
Q2 		$588K Buy
23,716
+3,008
+15% +$71.5K ﹤0.01% 2318
2020
Q1 		$469K Sell
20,708
-620
-3% -$19.7K ﹤0.01% 2288
2019
Q4 		$808K Sell
21,328
-474
-2% -$16.7K ﹤0.01% 2164
2019
Q3 		$735K Buy
21,802
+7,621
+54% +$264K ﹤0.01% 2148
2019
Q2 		$495K Buy
14,181
+3,084
+28% +$104K ﹤0.01% 2415
2019
Q1 		$347K Buy
11,097
+2,786
+34% +$92.1K ﹤0.01% 2531
2018
Q4 		$260K Buy
+8,311
New +$293K ﹤0.01% 2510

Other funds holding SASR

Osaic Holdings
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

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

Envestnet Asset Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 17,405 shares — an estimated $486K sold.

Envestnet Asset Management first reported a position in SASR in Q4 2018 and held it in 26 quarters. The position peaked at $1.16M in Q4 2021. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

  • Envestnet Asset Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 17,405 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $486K.
  • Envestnet Asset Management first reported a position in Sandy Spring Bancorp Inc in Q4 2018 and held it in 26 quarters.
  • Envestnet Asset Management's Sandy Spring Bancorp Inc position peaked at $1.16M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.