Sandy Spring Bank’s AES AES Stock Holding History

Sandy Spring Bank’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.48K	Sell	200 -2,360	-92%	-$27.3K	﹤0.01%	1024
2024 Q4	$32.9K	Buy	2,560 +2,360	+1,180%	+$35.2K	﹤0.01%	668
2024 Q3	$4.01K	Hold	200	–	–	﹤0.01%	978
2024 Q2	$3.51K	Sell	200 -1,748	-90%	-$33.2K	﹤0.01%	1030
2024 Q1	$34.9K	Buy	1,948 +1,748	+874%	+$29.2K	﹤0.01%	649
2023 Q4	$3.85K	Hold	200	–	–	﹤0.01%	943
2023 Q3	$3.04K	Hold	200	–	–	﹤0.01%	988
2023 Q2	$4.15K	Hold	200	–	–	﹤0.01%	987
2023 Q1	$4.82K	Hold	200	–	–	﹤0.01%	930
2022 Q4	$5.75K	Hold	200	–	–	﹤0.01%	905
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	906
2022 Q2	$4K	Sell	200 -360	-64%	-$7.86K	﹤0.01%	963
2022 Q1	$14K	Sell	560 -300	-35%	-$6.78K	﹤0.01%	782
2021 Q4	$21K	Hold	860	–	–	﹤0.01%	755
2021 Q3	$20K	Hold	860	–	–	﹤0.01%	754
2021 Q2	$22K	Sell	860 -188	-18%	-$4.96K	﹤0.01%	757
2021 Q1	$28K	Hold	1,048	–	–	﹤0.01%	612
2020 Q4	$25K	Hold	1,048	–	–	﹤0.01%	600
2020 Q3	$19K	Hold	1,048	–	–	﹤0.01%	596
2020 Q2	$15K	Hold	1,048	–	–	﹤0.01%	638
2020 Q1	$14K	Buy	1,048 +200	+24%	+$3.58K	﹤0.01%	622
2019 Q4	$17K	Hold	848	–	–	﹤0.01%	639
2019 Q3	$14K	Hold	848	–	–	﹤0.01%	678
2019 Q2	$14K	Buy	+848	New	+$14.4K	﹤0.01%	665
2014 Q2	–	Sell	-1,108	Closed	-$16K	–	786
2014 Q1	$16K	Hold	1,108	–	–	﹤0.01%	516
2013 Q4	$16K	Hold	1,108	–	–	﹤0.01%	507
2013 Q3	$15K	Hold	1,108	–	–	﹤0.01%	504
2013 Q2	$13K	Buy	+1,108	New	+$14.1K	﹤0.01%	497

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sandy Spring Bank's AES Position: Q1 2025 in Review

Sandy Spring Bank reduced its AES (AES) stake by 92% in Q1 2025, selling an estimated $27.3K and leaving 200 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Sandy Spring Bank first reported a position in AES in Q2 2013 and has held it in 28 quarters since. The position peaked at $34.9K in Q1 2024. 697 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Sandy Spring Bank held 200 shares of AES worth $2.48K as of Q1 2025.
Sandy Spring Bank sold 2,360 AES shares in Q1 2025, an estimated $27.3K.
AES made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1024 holding.
Sandy Spring Bank first reported a position in AES in Q2 2013 and has held it in 28 quarters since.
Sandy Spring Bank's AES position peaked at $34.9K in Q1 2024.
697 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.