InceptionR’s Sandy Spring Bancorp Inc SASR Stock Holding History

InceptionR’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	–	Sell	-8,325	Closed	-$261K	–	908
2024 Q3	$261K	Buy	+8,325	New	+$246K	0.06%	499

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

InceptionR's SASR Position: Q4 2024 in Review

InceptionR sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2024, closing a stake of 8,325 shares — an estimated $261K sold.

InceptionR first reported a position in SASR in Q3 2024 and held it in 1 quarter. The position peaked at $261K in Q3 2024. 227 funds tracked by Wall St. Rank hold SASR as of Q4 2024.

InceptionR reported no remaining Sandy Spring Bancorp Inc position as of Q4 2024 after selling out during the quarter.
InceptionR sold 8,325 Sandy Spring Bancorp Inc shares in Q4 2024, an estimated $261K.
InceptionR first reported a position in Sandy Spring Bancorp Inc in Q3 2024 and held it in 1 quarter.
InceptionR's Sandy Spring Bancorp Inc position peaked at $261K in Q3 2024.
227 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.