Loring Wolcott & Coolidge Fiduciary Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q1	–	Sell	-331	Closed	-$16K	–	727
2021 Q4	$16K	Hold	331	–	–	﹤0.01%	561
2021 Q3	$15K	Hold	331	–	–	﹤0.01%	551
2021 Q2	$15K	Buy	+331	New	+$15K	﹤0.01%	568
2021 Q1	–	Sell	-331	Closed	-$11K	–	732
2020 Q4	$11K	Buy	+331	New	+$9.44K	﹤0.01%	561

Other funds holding SASR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SASR Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2022, closing a stake of 331 shares — an estimated $16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SASR in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 198 funds tracked by Wall St. Rank hold SASR as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 331 Sandy Spring Bancorp Inc shares in Q1 2022, an estimated $16K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sandy Spring Bancorp Inc in Q4 2020 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Sandy Spring Bancorp Inc position peaked at $16K in Q4 2021.
198 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.