RFM
SASR

Royal Fund Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Royal Fund Management’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
2020
Q2 		– Sell
-644
Closed -$14K – 602
2020
Q1 		$14K Sell
644
-5,696
-90% -$181K 0.01% 344
2019
Q4 		$240K Sell
6,340
-66
-1% -$2.33K 0.06% 131
2019
Q3 		$215K Sell
6,406
-161
-2% -$5.58K 0.06% 131
2019
Q2 		$229K Sell
6,567
-694
-10% -$23.3K 0.07% 118
2019
Q1 		$227K Sell
7,261
-383
-5% -$12.7K 0.07% 115
2018
Q4 		$239K Sell
7,644
-6,051
-44% -$214K 0.1% 96
2018
Q3 		$538K Sell
13,695
-392
-3% -$15.7K 0.17% 76
2018
Q2 		$577K Sell
14,087
-1,128
-7% -$46.1K 0.19% 70
2018
Q1 		$589K Sell
15,215
-577
-4% -$22.5K 0.22% 71
2017
Q4 		$616K Sell
15,792
-1,779
-10% -$71.4K 0.22% 67
2017
Q3 		$728K Sell
17,571
-2,098
-11% -$82.5K 0.29% 54
2017
Q2 		$799K Sell
19,669
-1,221
-6% -$49.8K 0.34% 41
2017
Q1 		$856K Buy
20,890
+587
+3% +$24.3K 0.41% 36
2016
Q4 		$811K Buy
+20,303
New +$703K 0.45% 29

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Royal Fund Management's SASR Position: Q2 2020 in Review

Royal Fund Management sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2020, closing a stake of 644 shares — an estimated $14K sold.

Royal Fund Management first reported a position in SASR in Q4 2016 and held it in 14 quarters. The position peaked at $856K in Q1 2017. 172 funds tracked by Wall St. Rank hold SASR as of Q2 2020.

  • Royal Fund Management reported no remaining Sandy Spring Bancorp Inc position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 644 Sandy Spring Bancorp Inc shares in Q2 2020, an estimated $14K.
  • Royal Fund Management first reported a position in Sandy Spring Bancorp Inc in Q4 2016 and held it in 14 quarters.
  • Royal Fund Management's Sandy Spring Bancorp Inc position peaked at $856K in Q1 2017.
  • 172 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.