HR
SASR

Howe & Rusling’s Sandy Spring Bancorp Inc SASR Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-74
Closed -$3K – 1081
2022
Q3 		$3K Buy
74
+28
+61% +$1.1K ﹤0.01% 824
2022
Q2 		$2K Buy
46
+13
+39% +$531 ﹤0.01% 910
2022
Q1 		$1K Buy
+33
New +$1.56K ﹤0.01% 978

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Howe & Rusling's SASR Position: Q4 2022 in Review

Howe & Rusling sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2022, closing a stake of 74 shares — an estimated $3K sold.

Howe & Rusling first reported a position in SASR in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 199 funds tracked by Wall St. Rank hold SASR as of Q4 2022.

  • Howe & Rusling reported no remaining Sandy Spring Bancorp Inc position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 74 Sandy Spring Bancorp Inc shares in Q4 2022, an estimated $3K.
  • Howe & Rusling first reported a position in Sandy Spring Bancorp Inc in Q1 2022 and held it in 3 quarters.
  • Howe & Rusling's Sandy Spring Bancorp Inc position peaked at $3K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.