Sandy Spring Bank’s Crestwood Equity Partners LP CEQP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-133	Closed	-$3.32K	–	1271
2023 Q1	$3.32K	Hold	133	–	–	﹤0.01%	982
2022 Q4	$3.48K	Hold	133	–	–	﹤0.01%	972
2022 Q3	$4K	Sell	133 -400	-75%	-$10.7K	﹤0.01%	975
2022 Q2	$13K	Hold	533	–	–	﹤0.01%	791
2022 Q1	$16K	Buy	533 +33	+7%	+$968	﹤0.01%	768
2021 Q4	$14K	Sell	500 -300	-38%	-$8.36K	﹤0.01%	846
2021 Q3	$23K	Sell	800 -497	-38%	-$13.8K	﹤0.01%	738
2021 Q2	$39K	Buy	+1,297	New	+$38.6K	﹤0.01%	632
2018 Q2	–	Sell	-74	Closed	-$2K	–	857
2018 Q1	$2K	Hold	74	–	–	﹤0.01%	804
2017 Q4	$2K	Buy	+74	New	+$1.8K	﹤0.01%	810

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Sandy Spring Bank's CEQP Position: Q2 2023 in Review

Sandy Spring Bank sold out of Crestwood Equity Partners LP (CEQP) in Q2 2023, closing a stake of 133 shares — an estimated $3.32K sold.

Sandy Spring Bank first reported a position in CEQP in Q4 2017 and held it in 10 quarters. The position peaked at $39K in Q2 2021. 154 funds tracked by Wall St. Rank hold CEQP as of Q2 2023.

Sandy Spring Bank reported no remaining Crestwood Equity Partners LP position as of Q2 2023 after selling out during the quarter.
Sandy Spring Bank sold 133 Crestwood Equity Partners LP shares in Q2 2023, an estimated $3.32K.
Sandy Spring Bank first reported a position in Crestwood Equity Partners LP in Q4 2017 and held it in 10 quarters.
Sandy Spring Bank's Crestwood Equity Partners LP position peaked at $39K in Q2 2021.
154 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2023.

Based on Sandy Spring Bank's 13F filing for Q2 2023, filed 4 Aug 2023.