HWAM
SASR

Hennion & Walsh Asset Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Hennion & Walsh Asset 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
-13,700
Closed -$383K – 956
2025
Q1 		$383K Sell
13,700
-144
-1% -$4.58K 0.02% 707
2024
Q4 		$467K Sell
13,844
-5,996
-30% -$209K 0.02% 639
2024
Q3 		$622K Sell
19,840
-1,210
-6% -$35.8K 0.03% 565
2024
Q2 		$513K Buy
21,050
+5,600
+36% +$124K 0.03% 583
2024
Q1 		$358K Buy
15,450
+2,464
+19% +$57.9K 0.02% 647
2023
Q4 		$354K Sell
12,986
-2,140
-14% -$48.3K 0.02% 639
2023
Q3 		$324K Buy
15,126
+373
+3% +$8.52K 0.02% 632
2023
Q2 		$335K Buy
14,753
+6,048
+69% +$139K 0.02% 620
2023
Q1 		$226K Buy
8,705
+1,079
+14% +$34.7K 0.01% 712
2022
Q4 		$269K Buy
7,626
+360
+5% +$12.6K 0.02% 662
2022
Q3 		$256K Sell
7,266
-229
-3% -$9.03K 0.02% 654
2022
Q2 		$293K Buy
7,495
+657
+10% +$26.9K 0.02% 633
2022
Q1 		$307K Buy
+6,838
New +$323K 0.02% 652
2021
Q3 		– Sell
-4,606
Closed -$203K – 769
2021
Q2 		$203K Sell
4,606
-61
-1% -$2.77K 0.01% 706
2021
Q1 		$203K Buy
+4,667
New +$177K 0.01% 669

Other funds holding SASR

Osaic Holdings
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

Hennion & Walsh Asset Management's SASR Position: Q2 2025 in Review

Hennion & Walsh Asset Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 13,700 shares — an estimated $383K sold.

Hennion & Walsh Asset Management first reported a position in SASR in Q1 2021 and held it in 15 quarters. The position peaked at $622K in Q3 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

  • Hennion & Walsh Asset Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 13,700 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $383K.
  • Hennion & Walsh Asset Management first reported a position in Sandy Spring Bancorp Inc in Q1 2021 and held it in 15 quarters.
  • Hennion & Walsh Asset Management's Sandy Spring Bancorp Inc position peaked at $622K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.