FL
SASR

Fourthstone LLC’s Sandy Spring Bancorp Inc SASR Stock Holding History

Fourthstone LLC’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
2024
Q4 		– Sell
-32,900
Closed -$1.03M – 84
2024
Q3 		$1.03M Buy
+32,900
New +$972K 0.23% 45
2024
Q1 		– Sell
-9,490
Closed -$259K – 63
2023
Q4 		$259K Hold
9,490
– – 0.05% 63
2023
Q3 		$203K Buy
+9,490
New +$217K 0.05% 96
2021
Q1 		– Sell
-17,516
Closed -$564K – 46
2020
Q4 		$564K Buy
+17,516
New +$500K 0.36% 31

Other funds holding SASR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fourthstone LLC's SASR Position: Q4 2024 in Review

Fourthstone LLC sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2024, closing a stake of 32,900 shares — an estimated $1.03M sold.

Fourthstone LLC first reported a position in SASR in Q4 2020 and held it in 4 quarters. The position peaked at $1.03M in Q3 2024. 227 funds tracked by Wall St. Rank hold SASR as of Q4 2024.

  • Fourthstone LLC reported no remaining Sandy Spring Bancorp Inc position as of Q4 2024 after selling out during the quarter.
  • Fourthstone LLC sold 32,900 Sandy Spring Bancorp Inc shares in Q4 2024, an estimated $1.03M.
  • Fourthstone LLC first reported a position in Sandy Spring Bancorp Inc in Q4 2020 and held it in 4 quarters.
  • Fourthstone LLC's Sandy Spring Bancorp Inc position peaked at $1.03M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2024.

Based on Fourthstone LLC's 13F filing for Q4 2024, filed 13 Feb 2025.