Evermay Wealth Management’s Sandy Spring Bancorp Inc SASR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,572
| Closed | -$351K | – | 609 |
|
|
2025
Q1 | $351K | Hold |
12,572
| – | – | 0.05% | 146 |
|
|
2024
Q4 | $424K | Buy |
12,572
+11,672
| +1,297% | +$407K | 0.06% | 132 |
|
|
2024
Q3 | $28.2K | Sell |
900
-5,339
| -86% | -$158K | ﹤0.01% | 375 |
|
|
2024
Q2 | $152K | Hold |
6,239
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $145K | Hold |
6,239
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $170K | Buy |
6,239
+4,524
| +264% | +$102K | 0.03% | 192 |
|
|
2023
Q3 | $36.8K | Hold |
1,715
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $38.9K | Hold |
1,715
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $44.6K | Sell |
1,715
-697
| -29% | -$22.4K | 0.01% | 311 |
|
|
2022
Q4 | $85K | Buy |
2,412
+1,715
| +246% | +$60.2K | 0.02% | 239 |
|
|
2022
Q3 | $25K | Hold |
697
| – | – | 0.01% | 331 |
|
|
2022
Q2 | $27K | Sell |
697
-28,884
| -98% | -$1.18M | 0.01% | 324 |
|
|
2022
Q1 | $1.33M | Sell |
29,581
-2,288
| -7% | -$108K | 0.22% | 50 |
|
|
2021
Q4 | $1.53M | Sell |
31,869
-145
| -0.5% | -$7.02K | 0.27% | 34 |
|
|
2021
Q3 | $1.47M | Buy |
32,014
+697
| +2% | +$29.9K | 0.28% | 32 |
|
|
2021
Q2 | $1.38M | Hold |
31,317
| – | – | 0.26% | 37 |
|
|
2021
Q1 | $1.36M | Sell |
31,317
-3,401
| -10% | -$129K | 0.27% | 36 |
|
|
2020
Q4 | $1.12M | Hold |
34,718
| – | – | 0.25% | 40 |
|
|
2020
Q3 | $801K | Hold |
34,718
| – | – | 0.2% | 54 |
|
|
2020
Q2 | $860K | Sell |
34,718
-10,000
| -22% | -$238K | 0.23% | 47 |
|
|
2020
Q1 | $1.01M | Sell |
44,718
-8,078
| -15% | -$257K | 0.31% | 36 |
|
|
2019
Q4 | $2M | Sell |
52,796
-9,511
| -15% | -$335K | 0.49% | 23 |
|
|
2019
Q3 | $2.1M | Sell |
62,307
-1,625
| -3% | -$56.3K | 0.57% | 20 |
|
|
2019
Q2 | $2.23M | Sell |
63,932
-7,200
| -10% | -$242K | 0.62% | 19 |
|
|
2019
Q1 | $2.23M | Hold |
71,132
| – | – | 0.63% | 18 |
|
|
2018
Q4 | $2.23M | Sell |
71,132
-1,045
| -1% | -$36.9K | 0.72% | 17 |
|
|
2018
Q3 | $2.84M | Hold |
72,177
| – | – | 0.89% | 15 |
|
|
2018
Q2 | $2.96M | Buy |
72,177
+32,569
| +82% | +$1.33M | 0.99% | 13 |
|
|
2018
Q1 | $1.53M | Buy |
+39,608
| New | +$1.54M | 0.53% | 23 |
|
Other funds holding SASR
Evermay Wealth Management's SASR Position: Q2 2025 in Review
Evermay Wealth Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 12,572 shares — an estimated $351K sold.
Evermay Wealth Management first reported a position in SASR in Q1 2018 and held it in 29 quarters. The position peaked at $2.96M in Q2 2018. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.
- Evermay Wealth Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
- Evermay Wealth Management sold 12,572 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $351K.
- Evermay Wealth Management first reported a position in Sandy Spring Bancorp Inc in Q1 2018 and held it in 29 quarters.
- Evermay Wealth Management's Sandy Spring Bancorp Inc position peaked at $2.96M in Q2 2018.
- 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.
Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.