OPS
SASR

Orion Portfolio Solutions’s Sandy Spring Bancorp Inc SASR Stock Holding History

Orion Portfolio Solutions’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 		$271K Buy
9,688
+128
+1% +$4.07K ﹤0.01% 1670
2024
Q4 		$322K Buy
9,560
+1,234
+15% +$43.1K ﹤0.01% 1524
2024
Q3 		$261K Sell
8,326
-473
-5% -$14K ﹤0.01% 1590
2024
Q2 		$214K Sell
8,799
-4,801
-35% -$107K ﹤0.01% 1614
2024
Q1 		$315K Buy
13,600
+237
+2% +$5.57K ﹤0.01% 1440
2023
Q4 		$357K Buy
13,363
+1,033
+8% +$23.3K ﹤0.01% 1339
2023
Q3 		$264K Buy
12,330
+1,772
+17% +$40.5K ﹤0.01% 1439
2023
Q2 		$239K Sell
10,558
-79
-0.7% -$1.81K ﹤0.01% 1495
2023
Q1 		$276K Buy
+10,637
New +$342K ﹤0.01% 1378

Other funds holding SASR

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Vanguard Group
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Dimensional Fund Advisors
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Franklin Resources
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SFM
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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 $2.9T AUM 29.55% 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