SSB
BKLN icon

Sandy Spring Bank’s Invesco Senior Loan ETF BKLN Stock Holding History

Sandy Spring Bank’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-413
Closed -$8.68K – 1234
2024
Q3 		$8.68K Buy
+413
New +$8.68K ﹤0.01% 880
2022
Q4 		– Sell
-25
Closed -$1K – 1152
2022
Q3 		$1K Buy
+25
New +$522 ﹤0.01% 1074
2021
Q1 		– Sell
-305
Closed -$7K – 997
2020
Q4 		$7K Buy
+305
New +$6.7K ﹤0.01% 791

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Sandy Spring Bank's BKLN Position: Q4 2024 in Review

Sandy Spring Bank sold out of Invesco Senior Loan ETF (BKLN) in Q4 2024, closing a stake of 413 shares — an estimated $8.68K sold.

Sandy Spring Bank first reported a position in BKLN in Q4 2020 and held it in 3 quarters. The position peaked at $8.68K in Q3 2024. 539 funds tracked by Wall St. Rank hold BKLN as of Q4 2024.

  • Sandy Spring Bank reported no remaining Invesco Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 413 Invesco Senior Loan ETF shares in Q4 2024, an estimated $8.68K.
  • Sandy Spring Bank first reported a position in Invesco Senior Loan ETF in Q4 2020 and held it in 3 quarters.
  • Sandy Spring Bank's Invesco Senior Loan ETF position peaked at $8.68K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.