Sandy Spring Bank’s Artisan Partners APAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.91K	Buy	+100	New	+$4.24K	﹤0.01%	977
2022 Q4	–	Sell	-1,500	Closed	-$40K	–	1148
2022 Q3	$40K	Hold	1,500	–	–	﹤0.01%	544
2022 Q2	$53K	Hold	1,500	–	–	﹤0.01%	506
2022 Q1	$59K	Hold	1,500	–	–	﹤0.01%	510
2021 Q4	$71K	Hold	1,500	–	–	﹤0.01%	498
2021 Q3	$73K	Hold	1,500	–	–	﹤0.01%	480
2021 Q2	$76K	Hold	1,500	–	–	﹤0.01%	483
2021 Q1	$78K	Buy	+1,500	New	+$76.5K	﹤0.01%	444
2015 Q2	–	Sell	-102	Closed	-$5K	–	958
2015 Q1	$5K	Buy	+102	New	+$4.83K	﹤0.01%	763

Other funds holding APAM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Sandy Spring Bank opened a new position in Artisan Partners (APAM) in Q1 2025: 100 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in APAM as recently as Q3 2022.

Sandy Spring Bank first reported a position in APAM in Q1 2015 and has held it in 9 quarters since. The position peaked at $78K in Q1 2021. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

Sandy Spring Bank held 100 shares of Artisan Partners worth $3.91K as of Q1 2025.
Artisan Partners was a new Sandy Spring Bank position in Q1 2025.
Artisan Partners made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #977 holding.
Sandy Spring Bank first reported a position in Artisan Partners in Q1 2015 and has held it in 9 quarters since.
Sandy Spring Bank's Artisan Partners position peaked at $78K in Q1 2021.
359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

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