LI
SASR

Lafayette Investments’s Sandy Spring Bancorp Inc SASR Stock Holding History

Lafayette Investments’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
-6,744
Closed -$212K – 155
2024
Q3 		$212K Sell
6,744
-36,759
-84% -$1.09M 0.04% 139
2024
Q2 		$1.06M Sell
43,503
-1,282
-3% -$28.5K 0.24% 61
2024
Q1 		$1.04M Sell
44,785
-4,632
-9% -$109K 0.23% 65
2023
Q4 		$1.35M Sell
49,417
-3,558
-7% -$80.3K 0.33% 59
2023
Q3 		$1.14M Sell
52,975
-1,392
-3% -$31.8K 0.31% 62
2023
Q2 		$1.23M Sell
54,367
-23,804
-30% -$546K 0.32% 61
2023
Q1 		$2.03M Sell
78,171
-1,291
-2% -$41.5K 0.56% 47
2022
Q4 		$2.8M Sell
79,462
-779
-1% -$27.3K 0.79% 41
2022
Q3 		$2.83M Sell
80,241
-1,543
-2% -$60.8K 0.87% 38
2022
Q2 		$3.19M Buy
81,784
+7
+0% +$286 0.92% 36
2022
Q1 		$3.67M Sell
81,777
-293
-0.4% -$13.8K 0.91% 38
2021
Q4 		$3.95M Sell
82,070
-194
-0.2% -$9.39K 0.99% 36
2021
Q3 		$3.77M Sell
82,264
-394
-0.5% -$16.9K 1.02% 38
2021
Q2 		$3.65M Sell
82,658
-2,684
-3% -$122K 0.99% 39
2021
Q1 		$3.71M Sell
85,342
-14,976
-15% -$569K 1.19% 36
2020
Q4 		$3.23M Sell
100,318
-1,000
-1% -$28.5K 1.1% 36
2020
Q3 		$2.34M Sell
101,318
-2,214
-2% -$52.2K 0.89% 41
2020
Q2 		$2.57M Sell
103,532
-650
-0.6% -$15.4K 1.07% 38
2020
Q1 		$2.36M Sell
104,182
-1,727
-2% -$55K 1.13% 32
2019
Q4 		$4.01M Sell
105,909
-1,743
-2% -$61.5K 1.39% 32
2019
Q3 		$3.63M Sell
107,652
-1,990
-2% -$69K 1.31% 32
2019
Q2 		$3.82M Buy
109,642
+1,483
+1% +$49.9K 1.35% 29
2019
Q1 		$3.38M Buy
108,159
+12,169
+13% +$402K 1.25% 31
2018
Q4 		$3.01M Buy
95,990
+1,817
+2% +$64.1K 1.21% 30
2018
Q3 		$3.7M Sell
94,173
-1,485
-2% -$59.3K 1.28% 30
2018
Q2 		$3.92M Sell
95,658
-1,065
-1% -$43.6K 1.44% 30
2018
Q1 		$3.75M Sell
96,723
-1,751
-2% -$68.3K 1.4% 28
2017
Q4 		$3.84M Buy
98,474
+15
+0% +$602 1.37% 30
2017
Q3 		$4.08M Sell
98,459
-586
-0.6% -$23K 1.52% 28
2017
Q2 		$4.03M Sell
99,045
-6,156
-6% -$251K 1.49% 30
2017
Q1 		$4.31M Sell
105,201
-18,430
-15% -$763K 1.6% 28
2016
Q4 		$4.94M Sell
123,631
-16,963
-12% -$587K 1.89% 24
2016
Q3 		$4.3M Sell
140,594
-1,556
-1% -$47.2K 1.73% 26
2016
Q2 		$4.13M Sell
142,150
-551
-0.4% -$15.6K 1.68% 27
2016
Q1 		$3.97M Sell
142,701
-399
-0.3% -$10.6K 1.65% 27
2015
Q4 		$3.86M Sell
143,100
-756
-0.5% -$20.9K 1.6% 27
2015
Q3 		$3.77M Sell
143,856
-259
-0.2% -$6.94K 1.64% 26
2015
Q2 		$4.03M Buy
144,115
+4
+0% +$107 1.69% 25
2015
Q1 		$3.78M Sell
144,111
-696
-0.5% -$17.8K 1.6% 25
2014
Q4 		$3.78M Sell
144,807
-1,323
-0.9% -$32.3K 1.58% 25
2014
Q3 		$3.35M Buy
146,130
+7
+0% +$167 1.5% 27
2014
Q2 		$3.64M Buy
146,123
+832
+0.6% +$20.1K 1.6% 26
2014
Q1 		$3.63M Buy
145,291
+2,389
+2% +$60.2K 1.66% 27
2013
Q4 		$4.03M Sell
142,902
-3,495
-2% -$91.5K 1.89% 25
2013
Q3 		$3.4M Buy
146,397
+5
+0% +$119 1.66% 26
2013
Q2 		$3.17M Buy
+146,392
New +$3.04M 1.52% 29

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $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
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
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

Lafayette Investments's SASR Position: Q4 2024 in Review

Lafayette Investments sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2024, closing a stake of 6,744 shares — an estimated $212K sold.

Lafayette Investments first reported a position in SASR in Q2 2013 and held it in 46 quarters. The position peaked at $4.94M in Q4 2016. 227 funds tracked by Wall St. Rank hold SASR as of Q4 2024.

  • Lafayette Investments reported no remaining Sandy Spring Bancorp Inc position as of Q4 2024 after selling out during the quarter.
  • Lafayette Investments sold 6,744 Sandy Spring Bancorp Inc shares in Q4 2024, an estimated $212K.
  • Lafayette Investments first reported a position in Sandy Spring Bancorp Inc in Q2 2013 and held it in 46 quarters.
  • Lafayette Investments's Sandy Spring Bancorp Inc position peaked at $4.94M in Q4 2016.
  • 227 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2024.

Based on Lafayette Investments's 13F filing for Q4 2024, filed 13 Feb 2025.