JMPWA
SASR

JP Morgan Private Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

JP Morgan Private Wealth 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
Q2 		– Sell
-17,161
Closed -$446K – 1946
2023
Q1 		$446K Sell
17,161
-6,718
-28% -$216K ﹤0.01% 1524
2022
Q4 		$841K Sell
23,879
-216
-0.9% -$7.58K ﹤0.01% 1230
2022
Q3 		$850K Buy
24,095
+519
+2% +$20.5K ﹤0.01% 1221
2022
Q2 		$921K Buy
23,576
+528
+2% +$21.6K ﹤0.01% 1178
2022
Q1 		$1.03M Sell
23,048
-2,810
-11% -$133K ﹤0.01% 1208
2021
Q4 		$1.24M Sell
25,858
-1,059
-4% -$51.3K ﹤0.01% 1131
2021
Q3 		$1.23M Buy
26,917
+636
+2% +$27.2K ﹤0.01% 1115
2021
Q2 		$1.16M Sell
26,281
-4,392
-14% -$199K ﹤0.01% 1124
2021
Q1 		$1.33M Sell
30,673
-9,004
-23% -$342K ﹤0.01% 914
2020
Q4 		$1.28M Buy
39,677
+1,260
+3% +$35.9K ﹤0.01% 911
2020
Q3 		$887K Sell
38,417
-3,123
-8% -$73.7K ﹤0.01% 931
2020
Q2 		$1.03M Buy
41,540
+27,725
+201% +$659K ﹤0.01% 799
2020
Q1 		$313K Buy
13,815
+5,046
+58% +$161K ﹤0.01% 1123
2019
Q4 		$332K Buy
8,769
+326
+4% +$11.5K ﹤0.01% 1197
2019
Q3 		$285K Buy
+8,443
New +$293K ﹤0.01% 1216
2018
Q4 		– Sell
-5,465
Closed -$215K – 1609
2018
Q3 		$215K Buy
+5,465
New +$218K ﹤0.01% 1448

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
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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SASR Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2023, closing a stake of 17,161 shares — an estimated $446K sold.

JP Morgan Private Wealth Advisors first reported a position in SASR in Q3 2018 and held it in 16 quarters. The position peaked at $1.33M in Q1 2021. 183 funds tracked by Wall St. Rank hold SASR as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,161 Sandy Spring Bancorp Inc shares in Q2 2023, an estimated $446K.
  • JP Morgan Private Wealth Advisors first reported a position in Sandy Spring Bancorp Inc in Q3 2018 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's Sandy Spring Bancorp Inc position peaked at $1.33M in Q1 2021.
  • 183 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.