HPC
SASR

HM Payson & Co’s Sandy Spring Bancorp Inc SASR Stock Holding History

HM Payson & Co’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
2021
Q4 		– Sell
-26
Closed -$1K – 1180
2021
Q3 		$1K Hold
26
– – ﹤0.01% 1073
2021
Q2 		$1K Hold
26
– – ﹤0.01% 1076
2021
Q1 		$1K Hold
26
– – ﹤0.01% 1116
2020
Q4 		$1K Buy
+26
New +$742 ﹤0.01% 1071

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

HM Payson & Co's SASR Position: Q4 2021 in Review

HM Payson & Co sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2021, closing a stake of 26 shares — an estimated $1K sold.

HM Payson & Co first reported a position in SASR in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 205 funds tracked by Wall St. Rank hold SASR as of Q4 2021.

  • HM Payson & Co reported no remaining Sandy Spring Bancorp Inc position as of Q4 2021 after selling out during the quarter.
  • HM Payson & Co sold 26 Sandy Spring Bancorp Inc shares in Q4 2021, an estimated $1K.
  • HM Payson & Co first reported a position in Sandy Spring Bancorp Inc in Q4 2020 and held it in 4 quarters.
  • HM Payson & Co's Sandy Spring Bancorp Inc position peaked at $1K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.