IAIM
SASR

International Assets Investment Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-753
Closed -$24 – 2049
2024
Q3 		$24 Buy
753
+729
+3,038% +$21.5K ﹤0.01% 1757
2024
Q2 		$585 Buy
+24
New +$533 ﹤0.01% 2161
2023
Q2 		– Sell
-24
Closed -$624 – 1205
2023
Q1 		$624 Buy
+24
New +$772 ﹤0.01% 1070

Other funds holding SASR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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 $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

International Assets Investment Management's SASR Position: Q4 2024 in Review

International Assets Investment Management sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2024, closing a stake of 753 shares — an estimated $24 sold.

International Assets Investment Management first reported a position in SASR in Q1 2023 and held it in 3 quarters. The position peaked at $624 in Q1 2023. 227 funds tracked by Wall St. Rank hold SASR as of Q4 2024.

  • International Assets Investment Management reported no remaining Sandy Spring Bancorp Inc position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 753 Sandy Spring Bancorp Inc shares in Q4 2024, an estimated $24.
  • International Assets Investment Management first reported a position in Sandy Spring Bancorp Inc in Q1 2023 and held it in 3 quarters.
  • International Assets Investment Management's Sandy Spring Bancorp Inc position peaked at $624 in Q1 2023.
  • 227 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.