FCP
SASR

Fidelis Capital Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History

Fidelis Capital Partners’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
-25,248
Closed -$835K – 463
2024
Q4 		$835K Buy
25,248
+5
+0% +$174 0.08% 183
2024
Q3 		$817K Buy
25,243
+1
+0% +$30 0.1% 174
2024
Q2 		$698K Sell
25,242
-392
-2% -$8.7K 0.1% 171
2024
Q1 		$594K Buy
25,634
+224
+0.9% +$5.27K 0.09% 192
2023
Q4 		$692K Buy
+25,410
New +$574K 0.15% 138

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

Fidelis Capital Partners's SASR Position: Q1 2025 in Review

Fidelis Capital Partners sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 25,248 shares — an estimated $835K sold.

Fidelis Capital Partners first reported a position in SASR in Q4 2023 and held it in 5 quarters. The position peaked at $835K in Q4 2024. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • Fidelis Capital Partners reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • Fidelis Capital Partners sold 25,248 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $835K.
  • Fidelis Capital Partners first reported a position in Sandy Spring Bancorp Inc in Q4 2023 and held it in 5 quarters.
  • Fidelis Capital Partners's Sandy Spring Bancorp Inc position peaked at $835K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Fidelis Capital Partners's 13F filing for Q1 2025, filed 1 May 2025.