Sandy Spring Bank’s BlackLine BL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$15.7K	Buy	+325	New	+$17.8K	﹤0.01%	775
2022 Q4	–	Sell	-225	Closed	-$13K	–	1153
2022 Q3	$13K	Hold	225	–	–	﹤0.01%	747
2022 Q2	$15K	Hold	225	–	–	﹤0.01%	750
2022 Q1	$16K	Hold	225	–	–	﹤0.01%	752
2021 Q4	$23K	Hold	225	–	–	﹤0.01%	730
2021 Q3	$27K	Hold	225	–	–	﹤0.01%	699
2021 Q2	$25K	Hold	225	–	–	﹤0.01%	725
2021 Q1	$24K	Hold	225	–	–	﹤0.01%	643
2020 Q4	$30K	Buy	+225	New	+$25.1K	﹤0.01%	569

Other funds holding BL

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

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Sandy Spring Bank opened a new position in BlackLine (BL) in Q1 2025: 325 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in BL as recently as Q3 2022.

Sandy Spring Bank first reported a position in BL in Q4 2020 and has held it in 9 quarters since. The position peaked at $30K in Q4 2020. 278 funds tracked by Wall St. Rank hold BL as of Q1 2025.

Sandy Spring Bank held 325 shares of BlackLine worth $15.7K as of Q1 2025.
BlackLine was a new Sandy Spring Bank position in Q1 2025.
BlackLine made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #775 holding.
Sandy Spring Bank first reported a position in BlackLine in Q4 2020 and has held it in 9 quarters since.
Sandy Spring Bank's BlackLine position peaked at $30K in Q4 2020.
278 funds tracked by Wall St. Rank held BlackLine as of Q1 2025.

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