Sandy Spring Bank’s Comerica CMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-50	Closed	-$4K	–	1157
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	946
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	969
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	987
2021 Q4	$4K	Buy	+50	New	+$4.29K	﹤0.01%	1046
2018 Q4	–	Sell	-11	Closed	-$1K	–	774
2018 Q3	$1K	Hold	11	–	–	﹤0.01%	758
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	746
2018 Q1	$1K	Buy	+11	New	+$1.05K	﹤0.01%	811
2016 Q3	–	Sell	-175	Closed	-$7K	–	847
2016 Q2	$7K	Hold	175	–	–	﹤0.01%	723
2016 Q1	$7K	Hold	175	–	–	﹤0.01%	740
2015 Q4	$7K	Hold	175	–	–	﹤0.01%	716
2015 Q3	$7K	Sell	175 -3,232	-95%	-$147K	﹤0.01%	705
2015 Q2	$175K	Buy	+3,407	New	+$166K	0.02%	308

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sandy Spring Bank's CMA Position: Q4 2022 in Review

Sandy Spring Bank sold out of Comerica (CMA) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

Sandy Spring Bank first reported a position in CMA in Q2 2015 and held it in 12 quarters. The position peaked at $175K in Q2 2015. 568 funds tracked by Wall St. Rank hold CMA as of Q4 2022.

Sandy Spring Bank reported no remaining Comerica position as of Q4 2022 after selling out during the quarter.
Sandy Spring Bank sold 50 Comerica shares in Q4 2022, an estimated $4K.
Sandy Spring Bank first reported a position in Comerica in Q2 2015 and held it in 12 quarters.
Sandy Spring Bank's Comerica position peaked at $175K in Q2 2015.
568 funds tracked by Wall St. Rank held Comerica as of Q4 2022.

Based on Sandy Spring Bank's 13F filing for Q4 2022, filed 10 Feb 2023.