PSG
SASR

Planning Solutions Group’s Sandy Spring Bancorp Inc SASR Stock Holding History

Planning Solutions Group’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
2019
Q2 		$725K Buy
+20,782
New +$699K 0.37% 53

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Solutions Group's SASR Position: Q2 2019 in Review

Planning Solutions Group opened a new position in Sandy Spring Bancorp Inc (SASR) in Q2 2019: 20,782 shares worth $725K. The stake represents 0.37% of the portfolio and ranks #53 among its holdings.

162 funds tracked by Wall St. Rank hold SASR as of Q2 2019.

  • Planning Solutions Group held 20,782 shares of Sandy Spring Bancorp Inc worth $725K as of Q2 2019.
  • Sandy Spring Bancorp Inc was a new Planning Solutions Group position in Q2 2019.
  • Sandy Spring Bancorp Inc made up 0.37% of Planning Solutions Group's portfolio in Q2 2019, its #53 holding.
  • 162 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.