SSB
DSM

Sandy Spring Bank’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Sandy Spring Bank’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,335
Closed -$13K – 1164
2022
Q3 		$13K Buy
2,335
+32
+1% +$203 ﹤0.01% 751
2022
Q2 		$14K Buy
2,303
+31
+1% +$202 ﹤0.01% 761
2022
Q1 		$16K Buy
2,272
+26
+1% +$194 ﹤0.01% 755
2021
Q4 		$19K Buy
2,246
+25
+1% +$205 ﹤0.01% 772
2021
Q3 		$18K Buy
2,221
+23
+1% +$192 ﹤0.01% 777
2021
Q2 		$18K Buy
2,198
+25
+1% +$202 ﹤0.01% 805
2021
Q1 		$17K Buy
2,173
+25
+1% +$196 ﹤0.01% 701
2020
Q4 		$17K Buy
2,148
+25
+1% +$188 ﹤0.01% 659
2020
Q3 		$15K Sell
2,123
-3,922
-65% -$29.4K ﹤0.01% 624
2020
Q2 		$44K Buy
6,045
+2,097
+53% +$14.8K ﹤0.01% 472
2020
Q1 		$28K Hold
3,948
– – ﹤0.01% 520
2019
Q4 		$32K Hold
3,948
– – ﹤0.01% 537
2019
Q3 		$33K Hold
3,948
– – ﹤0.01% 533
2019
Q2 		$31K Hold
3,948
– – ﹤0.01% 536
2019
Q1 		$31K Hold
3,948
– – ﹤0.01% 508
2018
Q4 		$28K Sell
3,948
-3,801
-49% -$26.7K ﹤0.01% 521
2018
Q3 		$57K Hold
7,749
– – ﹤0.01% 446
2018
Q2 		$59K Sell
7,749
-3,800
-33% -$28.7K 0.01% 443
2018
Q1 		$88K Sell
11,549
-3,542
-23% -$28K 0.01% 389
2017
Q4 		$129K Hold
15,091
– – 0.01% 324
2017
Q3 		$128K Hold
15,091
– – 0.01% 323
2017
Q2 		$128K Hold
15,091
– – 0.01% 333
2017
Q1 		$125K Hold
15,091
– – 0.01% 331
2016
Q4 		$121K Hold
15,091
– – 0.01% 331
2016
Q3 		$134K Sell
15,091
-3,250
-18% -$29.1K 0.01% 324
2016
Q2 		$166K Hold
18,341
– – 0.02% 308
2016
Q1 		$156K Buy
18,341
+14,393
+365% +$120K 0.02% 304
2015
Q4 		$32K Hold
3,948
– – ﹤0.01% 483
2015
Q3 		$31K Hold
3,948
– – ﹤0.01% 495
2015
Q2 		$30K Hold
3,948
– – ﹤0.01% 523
2015
Q1 		$32K Buy
+3,948
New +$31.9K ﹤0.01% 510

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sandy Spring Bank sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2022, closing a stake of 2,335 shares — an estimated $13K sold.

Sandy Spring Bank first reported a position in DSM in Q1 2015 and held it in 31 quarters. The position peaked at $166K in Q2 2016. 86 funds tracked by Wall St. Rank hold DSM as of Q4 2022.

  • Sandy Spring Bank reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Sandy Spring Bank sold 2,335 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2022, an estimated $13K.
  • Sandy Spring Bank first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q1 2015 and held it in 31 quarters.
  • Sandy Spring Bank's BNY Mellon Strategic Municipal Bond Fund position peaked at $166K in Q2 2016.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2022.

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