JCIA
SASR

Jackson Creek Investment Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Jackson Creek Investment Advisors’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
Q3 		– Sell
-40,441
Closed -$917K – 373
2023
Q2 		$917K Buy
+40,441
New +$928K 0.37% 130

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $3.37T AUM 44.26% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Jackson Creek Investment Advisors's SASR Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q3 2023, closing a stake of 40,441 shares — an estimated $917K sold.

Jackson Creek Investment Advisors first reported a position in SASR in Q2 2023 and held it in 1 quarter. The position peaked at $917K in Q2 2023. 191 funds tracked by Wall St. Rank hold SASR as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 40,441 Sandy Spring Bancorp Inc shares in Q3 2023, an estimated $917K.
  • Jackson Creek Investment Advisors first reported a position in Sandy Spring Bancorp Inc in Q2 2023 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Sandy Spring Bancorp Inc position peaked at $917K in Q2 2023.
  • 191 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.