Global Retirement Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History

Global Retirement 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
2024 Q4	$138K	Hold	4,082	–	–	﹤0.01%	1115
2024 Q3	$128K	Hold	4,082	–	–	﹤0.01%	1110
2024 Q2	$99.4K	Hold	4,082	–	–	﹤0.01%	1208
2024 Q1	$94.6K	Hold	4,082	–	–	﹤0.01%	1110
2023 Q4	$103K	Hold	4,082	–	–	﹤0.01%	1020
2023 Q3	$83.4K	Hold	4,082	–	–	﹤0.01%	1013
2023 Q2	$92.6K	Hold	4,082	–	–	﹤0.01%	979
2023 Q1	$87.5K	Hold	4,082	–	–	﹤0.01%	979
2022 Q4	$144K	Hold	4,082	–	–	0.01%	699
2022 Q3	$145K	Hold	4,082	–	–	0.01%	668
2022 Q2	$159K	Hold	4,082	–	–	0.01%	616
2022 Q1	$166K	Hold	4,082	–	–	0.01%	600
2021 Q4	$196K	Hold	4,082	–	–	0.15%	51
2021 Q3	$187K	Hold	4,082	–	–	0.02%	486
2021 Q2	$180K	Hold	4,082	–	–	0.02%	479
2021 Q1	$177K	Hold	4,082	–	–	0.02%	435
2020 Q4	$131K	Hold	4,082	–	–	0.02%	474
2020 Q3	$94K	Hold	4,082	–	–	0.01%	498
2020 Q2	$101K	Hold	4,082	–	–	0.02%	490
2020 Q1	$92K	Hold	4,082	–	–	0.02%	448
2019 Q4	$155K	Hold	4,082	–	–	0.02%	417
2019 Q3	$138K	Hold	4,082	–	–	0.02%	426
2019 Q2	$142K	Hold	4,082	–	–	0.03%	398
2019 Q1	$128K	Hold	4,082	–	–	0.03%	363
2018 Q4	$128K	Hold	4,082	–	–	0.03%	350
2018 Q3	$160K	Hold	4,082	–	–	0.04%	330
2018 Q2	$167K	Hold	4,082	–	–	0.04%	309
2018 Q1	$158K	Buy	+4,082	New	+$159K	0.04%	314

Other funds holding SASR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Retirement Partners's SASR Position: Q4 2024 in Review

Global Retirement Partners held its Sandy Spring Bancorp Inc (SASR) position steady in Q4 2024 at 4,082 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Global Retirement Partners first reported a position in SASR in Q1 2018 and has held it in 28 quarters since. The position peaked at $196K in Q4 2021. 227 funds tracked by Wall St. Rank hold SASR as of Q4 2024.

Global Retirement Partners held 4,082 shares of Sandy Spring Bancorp Inc worth $138K as of Q4 2024.
Global Retirement Partners left its Sandy Spring Bancorp Inc share count unchanged in Q4 2024.
Sandy Spring Bancorp Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1115 holding.
Global Retirement Partners first reported a position in Sandy Spring Bancorp Inc in Q1 2018 and has held it in 28 quarters since.
Global Retirement Partners's Sandy Spring Bancorp Inc position peaked at $196K in Q4 2021.
227 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.