Sandy Spring Bank’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$833K	Sell	11,733 -219	-2%	-$16.7K	0.04%	242
2024 Q4	$841K	Sell	11,952 -1,592	-12%	-$107K	0.03%	246
2024 Q3	$848K	Sell	13,544 -1,072	-7%	-$66.3K	0.03%	243
2024 Q2	$928K	Sell	14,616 -1,020	-7%	-$62.9K	0.04%	233
2024 Q1	$989K	Sell	15,636 -3,388	-18%	-$189K	0.05%	219
2023 Q4	$979K	Sell	19,024 -32,472	-63%	-$1.44M	0.05%	219
2023 Q3	$2.12M	Buy	51,496 +1,637	+3%	+$71.8K	0.12%	148
2023 Q2	$2.3M	Sell	49,859 -2,569	-5%	-$120K	0.12%	146
2023 Q1	$2.46M	Buy	52,428 +2,856	+6%	+$140K	0.14%	142
2022 Q4	$2.24M	Sell	49,572 -3,842	-7%	-$175K	0.13%	145
2022 Q3	$2.23M	Sell	53,414 -742	-1%	-$36.7K	0.14%	140
2022 Q2	$2.49M	Buy	54,156 +1,820	+3%	+$91K	0.15%	138
2022 Q1	$2.79M	Buy	52,336 +2,960	+6%	+$183K	0.14%	135
2021 Q4	$2.98M	Buy	49,376 +459	+0.9%	+$30.5K	0.14%	135
2021 Q3	$3.43M	Buy	48,917 +758	+2%	+$53K	0.18%	115
2021 Q2	$3.41M	Buy	48,159 +2,596	+6%	+$192K	0.18%	117
2021 Q1	$3.31M	Sell	45,563 -2,932	-6%	-$196K	0.19%	117
2020 Q4	$2.99M	Sell	48,495 -607	-1%	-$30.9K	0.18%	120
2020 Q3	$2.12M	Buy	49,102 +3,488	+8%	+$174K	0.14%	140
2020 Q2	$2.33M	Buy	45,614 +5,333	+13%	+$253K	0.17%	124
2020 Q1	$1.7M	Buy	40,281 +7,244	+22%	+$486K	0.15%	143
2019 Q4	$2.64M	Buy	33,037 +622	+2%	+$46K	0.19%	120
2019 Q3	$2.24M	Buy	32,415 +1,098	+4%	+$74.7K	0.17%	126
2019 Q2	$2.19M	Buy	31,317 +2,348	+8%	+$157K	0.18%	125
2019 Q1	$1.8M	Buy	28,969 +1,077	+4%	+$66.9K	0.15%	141
2018 Q4	$1.45M	Sell	27,892 -2,365	-8%	-$150K	0.14%	151
2018 Q3	$2.17M	Buy	30,257 +1,544	+5%	+$109K	0.18%	144
2018 Q2	$1.92M	Buy	28,713 +6,225	+28%	+$429K	0.17%	149
2018 Q1	$1.52M	Buy	22,488 +13,325	+145%	+$1M	0.13%	163
2017 Q4	$682K	Buy	9,163 +7,303	+393%	+$540K	0.06%	203
2017 Q3	$135K	Sell	1,860 -798	-30%	-$54.5K	0.01%	317
2017 Q2	$178K	Sell	2,658 -63	-2%	-$3.86K	0.02%	301
2017 Q1	$163K	Sell	2,721 -2,371	-47%	-$140K	0.02%	303
2016 Q4	$302K	Buy	5,092 +50	+1%	+$2.7K	0.03%	252
2016 Q3	$239K	Buy	5,042 +325	+7%	+$14.8K	0.03%	270
2016 Q2	$200K	Buy	4,717 +1,810	+62%	+$80K	0.02%	287
2016 Q1	$121K	Buy	2,907 +2,060	+243%	+$86.1K	0.01%	332
2015 Q4	$44K	Sell	847 -406	-32%	-$21.5K	0.01%	440
2015 Q3	$62K	Sell	1,253 -888	-41%	-$48.5K	0.01%	408
2015 Q2	$118K	Buy	2,141 +329	+18%	+$17.9K	0.01%	346
2015 Q1	$94K	Buy	1,812 +514	+40%	+$26.2K	0.01%	366
2014 Q4	$70K	Buy	1,298 +90	+7%	+$4.78K	0.01%	373
2014 Q3	$63K	Buy	1,208 +20	+2%	+$1K	0.01%	382
2014 Q2	$56K	Hold	1,188	–	–	0.01%	406
2014 Q1	$894K	Buy	1,188 +716	+152%	+$35.7K	0.14%	166
2013 Q4	$25K	Sell	472 -950	-67%	-$48.1K	﹤0.01%	448
2013 Q3	$69K	Sell	1,422 -200	-12%	-$10.1K	0.01%	328
2013 Q2	$78K	Buy	+1,622	New	+$78K	0.01%	303

Other funds holding C

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Sandy Spring Bank reduced its Citigroup (C) stake by 1.8% in Q1 2025, selling an estimated $16.7K and leaving 11,733 shares worth $833K. The position accounts for 0.04% of the portfolio, ranked #242.

Sandy Spring Bank first reported a position in C in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.43M in Q3 2021. 2,024 funds tracked by Wall St. Rank hold C as of Q1 2025.

Sandy Spring Bank held 11,733 shares of Citigroup worth $833K as of Q1 2025.
Sandy Spring Bank sold 219 Citigroup shares in Q1 2025, an estimated $16.7K.
Citigroup made up 0.04% of Sandy Spring Bank's portfolio in Q1 2025, its #242 holding.
Sandy Spring Bank first reported a position in Citigroup in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Citigroup position peaked at $3.43M in Q3 2021.
2,024 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

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