MCC
SASR

Money Concepts Capital’s Sandy Spring Bancorp Inc SASR Stock Holding History

Money Concepts 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
2022
Q4 		– Sell
-22
Closed -$1K – 3320
2022
Q3 		$1K Buy
+22
New +$868 ﹤0.01% 1525

Other funds holding SASR

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Vanguard Group
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WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Money Concepts Capital's SASR Position: Q4 2022 in Review

Money Concepts Capital sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2022, closing a stake of 22 shares — an estimated $1K sold.

Money Concepts Capital first reported a position in SASR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 199 funds tracked by Wall St. Rank hold SASR as of Q4 2022.

  • Money Concepts Capital reported no remaining Sandy Spring Bancorp Inc position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 22 Sandy Spring Bancorp Inc shares in Q4 2022, an estimated $1K.
  • Money Concepts Capital first reported a position in Sandy Spring Bancorp Inc in Q3 2022 and held it in 1 quarter.
  • Money Concepts Capital's Sandy Spring Bancorp Inc position peaked at $1K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.