Sandy Spring Bank’s Antero Midstream AM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$52.5K	Buy	2,916 +41	+1%	+$679	﹤0.01%	566
2024 Q4	$43.4K	Hold	2,875	–	–	﹤0.01%	611
2024 Q3	$43.3K	Sell	2,875 -694	-19%	-$10.1K	﹤0.01%	612
2024 Q2	$52.6K	Hold	3,569	–	–	﹤0.01%	573
2024 Q1	$50.2K	Hold	3,569	–	–	﹤0.01%	574
2023 Q4	$44.7K	Hold	3,569	–	–	﹤0.01%	584
2023 Q3	$42.8K	Hold	3,569	–	–	﹤0.01%	567
2023 Q2	$41.4K	Hold	3,569	–	–	﹤0.01%	579
2023 Q1	$37.4K	Hold	3,569	–	–	﹤0.01%	581
2022 Q4	$38.5K	Hold	3,569	–	–	﹤0.01%	574
2022 Q3	$33K	Hold	3,569	–	–	﹤0.01%	577
2022 Q2	$32K	Hold	3,569	–	–	﹤0.01%	602
2022 Q1	$39K	Hold	3,569	–	–	﹤0.01%	582
2021 Q4	$35K	Buy	3,569 +73	+2%	+$757	﹤0.01%	645
2021 Q3	$36K	Buy	3,496 +82	+2%	+$804	﹤0.01%	632
2021 Q2	$35K	Buy	3,414 +80	+2%	+$764	﹤0.01%	650
2021 Q1	$30K	Buy	3,334 +1,334	+67%	+$11.5K	﹤0.01%	603
2020 Q4	$15K	Buy	+2,000	New	+$13.6K	﹤0.01%	681

Other funds holding AM

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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Sandy Spring Bank increased its Antero Midstream (AM) stake by 1.4% in Q1 2025, buying an estimated $679 and bringing the position to 2,916 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Sandy Spring Bank first reported a position in AM in Q4 2020 and has held it in 18 quarters since. The position peaked at $52.6K in Q2 2024. 453 funds tracked by Wall St. Rank hold AM as of Q1 2025.

Sandy Spring Bank held 2,916 shares of Antero Midstream worth $52.5K as of Q1 2025.
Sandy Spring Bank bought 41 Antero Midstream shares in Q1 2025, an estimated $679.
Antero Midstream made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #566 holding.
Sandy Spring Bank first reported a position in Antero Midstream in Q4 2020 and has held it in 18 quarters since.
Sandy Spring Bank's Antero Midstream position peaked at $52.6K in Q2 2024.
453 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2025.

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