Sandy Spring Bank’s BWX Technologies BWXT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-50	Closed	-$5.14K	–	1285
2024 Q1	$5.14K	Buy	+50	New	+$4.47K	﹤0.01%	960
2020 Q4	–	Sell	-20	Closed	-$1K	–	974
2020 Q3	$1K	Buy	+20	New	+$1.12K	﹤0.01%	831
2016 Q3	–	Sell	-138	Closed	-$5K	–	842
2016 Q2	$5K	Hold	138	–	–	﹤0.01%	762
2016 Q1	$5K	Hold	138	–	–	﹤0.01%	789
2015 Q4	$4K	Hold	138	–	–	﹤0.01%	791
2015 Q3	$4K	Sell	138 -55	-28%	-$1.4K	﹤0.01%	794
2015 Q2	$5K	Buy	+193	New	+$4.53K	﹤0.01%	799
2014 Q1	–	Sell	-401	Closed	-$10K	–	737
2013 Q4	$10K	Sell	401 -1,888	-82%	-$44.2K	﹤0.01%	557
2013 Q3	$55K	Hold	2,289	–	–	0.01%	355
2013 Q2	$49K	Buy	+2,289	New	+$46.6K	0.01%	350

Other funds holding BWXT

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Sandy Spring Bank's BWXT Position: Q2 2024 in Review

Sandy Spring Bank sold out of BWX Technologies (BWXT) in Q2 2024, closing a stake of 50 shares — an estimated $5.14K sold.

Sandy Spring Bank first reported a position in BWXT in Q2 2013 and held it in 10 quarters. The position peaked at $55K in Q3 2013. 496 funds tracked by Wall St. Rank hold BWXT as of Q2 2024.

Sandy Spring Bank reported no remaining BWX Technologies position as of Q2 2024 after selling out during the quarter.
Sandy Spring Bank sold 50 BWX Technologies shares in Q2 2024, an estimated $5.14K.
Sandy Spring Bank first reported a position in BWX Technologies in Q2 2013 and held it in 10 quarters.
Sandy Spring Bank's BWX Technologies position peaked at $55K in Q3 2013.
496 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.