Evergreen Capital Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Evergreen Capital 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	-11,880	Closed	-$332K	–	1275
2025 Q1	$332K	Buy	11,880 +163	+1%	+$5.19K	0.01%	687
2024 Q4	$395K	Hold	11,717	–	–	0.01%	599
2024 Q3	$368K	Buy	11,717 +651	+6%	+$19.2K	0.01%	629
2024 Q2	$270K	Sell	11,066 -926	-8%	-$20.6K	0.01%	702
2024 Q1	$278K	Buy	11,992 +178	+2%	+$4.18K	0.01%	660
2023 Q4	$322K	Buy	+11,814	New	+$267K	0.01%	565

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

Evergreen Capital Management's SASR Position: Q2 2025 in Review

Evergreen Capital Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 11,880 shares — an estimated $332K sold.

Evergreen Capital Management first reported a position in SASR in Q4 2023 and held it in 6 quarters. The position peaked at $395K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Evergreen Capital Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Evergreen Capital Management sold 11,880 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $332K.
Evergreen Capital Management first reported a position in Sandy Spring Bancorp Inc in Q4 2023 and held it in 6 quarters.
Evergreen Capital Management's Sandy Spring Bancorp Inc position peaked at $395K in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.