LC
SASR

Lindbrook Capital’s Sandy Spring Bancorp Inc SASR Stock Holding History

Lindbrook Capital’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
2025
Q1 		$19.7K Sell
704
-5
-0.7% -$159 ﹤0.01% 1359
2024
Q4 		$23.9K Hold
709
– – ﹤0.01% 1184
2024
Q3 		$22.2K Buy
709
+5
+0.7% +$148 ﹤0.01% 1235
2024
Q2 		$17.1K Buy
704
+195
+38% +$4.33K ﹤0.01% 1333
2024
Q1 		$11.8K Sell
509
-305
-37% -$7.17K ﹤0.01% 1480
2023
Q4 		$22.2K Sell
814
-160
-16% -$3.61K ﹤0.01% 1127
2023
Q3 		$20.9K Sell
974
-451
-32% -$10.3K ﹤0.01% 1038
2023
Q2 		$32.3K Buy
1,425
+665
+88% +$15.3K ﹤0.01% 869
2023
Q1 		$19.7K Buy
760
+691
+1,001% +$22.2K ﹤0.01% 1074
2022
Q4 		$2.43K Sell
69
-89
-56% -$3.12K ﹤0.01% 2157
2022
Q3 		$6K Buy
158
+70
+80% +$2.76K ﹤0.01% 1617
2022
Q2 		$3K Sell
88
-37
-30% -$1.51K ﹤0.01% 1869
2022
Q1 		$6K Buy
125
+69
+123% +$3.25K ﹤0.01% 1554
2021
Q4 		$3K Hold
56
– – ﹤0.01% 1718
2021
Q3 		$3K Hold
56
– – ﹤0.01% 1462
2021
Q2 		$2K Hold
56
– – ﹤0.01% 1671
2021
Q1 		$2K Buy
56
+22
+65% +$836 ﹤0.01% 1629
2020
Q4 		$1K Hold
34
– – ﹤0.01% 1722
2020
Q3 		$1K Buy
+34
New +$802 ﹤0.01% 1683
2020
Q2 		– Sell
-72
Closed -$2K – 1915
2020
Q1 		$2K Sell
72
-35
-33% -$1.11K ﹤0.01% 1348
2019
Q4 		$4K Buy
+107
New +$3.77K ﹤0.01% 1178
2019
Q3 		– Sell
-85
Closed -$2K – 1555
2019
Q2 		$2K Buy
+85
New +$2.86K ﹤0.01% 1276

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 $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's SASR Position: Q1 2025 in Review

Lindbrook Capital reduced its Sandy Spring Bancorp Inc (SASR) stake by 0.71% in Q1 2025, selling an estimated $159 and leaving 704 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Lindbrook Capital first reported a position in SASR in Q2 2019 and has held it in 22 quarters since. The position peaked at $32.3K in Q2 2023. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • Lindbrook Capital held 704 shares of Sandy Spring Bancorp Inc worth $19.7K as of Q1 2025.
  • Lindbrook Capital sold 5 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $159.
  • Sandy Spring Bancorp Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1359 holding.
  • Lindbrook Capital first reported a position in Sandy Spring Bancorp Inc in Q2 2019 and has held it in 22 quarters since.
  • Lindbrook Capital's Sandy Spring Bancorp Inc position peaked at $32.3K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.