Sandy Spring Bank’s Liberty All-Star Growth Fund ASG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$86.2K	Hold	17,626	–	–	﹤0.01%	472
2024 Q4	$99.6K	Hold	17,626	–	–	﹤0.01%	456
2024 Q3	$98.9K	Hold	17,626	–	–	﹤0.01%	458
2024 Q2	$94.1K	Buy	+17,626	New	+$92.4K	﹤0.01%	461
2021 Q2	–	Sell	-1,600	Closed	-$14K	–	1136
2021 Q1	$14K	Hold	1,600	–	–	﹤0.01%	733
2020 Q4	$13K	Hold	1,600	–	–	﹤0.01%	707
2020 Q3	$11K	Hold	1,600	–	–	﹤0.01%	666
2020 Q2	$10K	Buy	+1,600	New	+$8.96K	﹤0.01%	688
2014 Q1	–	Sell	-13,855	Closed	-$78K	–	736
2013 Q4	$78K	Buy	+13,855	New	+$72.8K	0.01%	330

Other funds holding ASG

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

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

Sandy Spring Bank held its Liberty All-Star Growth Fund (ASG) position steady in Q1 2025 at 17,626 shares worth $86.2K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Sandy Spring Bank first reported a position in ASG in Q4 2013 and has held it in 9 quarters since. The position peaked at $99.6K in Q4 2024. 71 funds tracked by Wall St. Rank hold ASG as of Q1 2025.

Sandy Spring Bank held 17,626 shares of Liberty All-Star Growth Fund worth $86.2K as of Q1 2025.
Sandy Spring Bank left its Liberty All-Star Growth Fund share count unchanged in Q1 2025.
Liberty All-Star Growth Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #472 holding.
Sandy Spring Bank first reported a position in Liberty All-Star Growth Fund in Q4 2013 and has held it in 9 quarters since.
Sandy Spring Bank's Liberty All-Star Growth Fund position peaked at $99.6K in Q4 2024.
71 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2025.

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