HS
SASR

Horan Securities’s Sandy Spring Bancorp Inc SASR Stock Holding History

Horan Securities’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
2023
Q1 		– Sell
-40
Closed -$1.41K – 836
2022
Q4 		$1.41K Buy
+40
New +$1.4K ﹤0.01% 593

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horan Securities's SASR Position: Q1 2023 in Review

Horan Securities sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2023, closing a stake of 40 shares — an estimated $1.41K sold.

Horan Securities first reported a position in SASR in Q4 2022 and held it in 1 quarter. The position peaked at $1.41K in Q4 2022. 192 funds tracked by Wall St. Rank hold SASR as of Q1 2023.

  • Horan Securities reported no remaining Sandy Spring Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • Horan Securities sold 40 Sandy Spring Bancorp Inc shares in Q1 2023, an estimated $1.41K.
  • Horan Securities first reported a position in Sandy Spring Bancorp Inc in Q4 2022 and held it in 1 quarter.
  • Horan Securities's Sandy Spring Bancorp Inc position peaked at $1.41K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2023.

Based on Horan Securities's 13F filing for Q1 2023, filed 18 Apr 2023.