Sandy Spring Bank’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$251K	Hold	20,500	–	–	0.01%	338
2024 Q4	$262K	Hold	20,500	–	–	0.01%	340
2024 Q3	$261K	Hold	20,500	–	–	0.01%	348
2024 Q2	$268K	Hold	20,500	–	–	0.01%	338
2024 Q1	$267K	Hold	20,500	–	–	0.01%	340
2023 Q4	$260K	Hold	20,500	–	–	0.01%	337
2023 Q3	$248K	Hold	20,500	–	–	0.01%	322
2023 Q2	$241K	Hold	20,500	–	–	0.01%	332
2023 Q1	$232K	Hold	20,500	–	–	0.01%	323
2022 Q4	$224K	Hold	20,500	–	–	0.01%	320
2022 Q3	$228K	Hold	20,500	–	–	0.01%	313
2022 Q2	$252K	Hold	20,500	–	–	0.02%	310
2022 Q1	$275K	Hold	20,500	–	–	0.01%	306
2021 Q4	$303K	Hold	20,500	–	–	0.01%	303
2021 Q3	$300K	Hold	20,500	–	–	0.02%	299
2021 Q2	$290K	Hold	20,500	–	–	0.02%	302
2021 Q1	$283K	Hold	20,500	–	–	0.02%	292
2020 Q4	$261K	Hold	20,500	–	–	0.02%	291
2020 Q3	$238K	Hold	20,500	–	–	0.02%	287
2020 Q2	$232K	Hold	20,500	–	–	0.02%	277
2020 Q1	$203K	Hold	20,500	–	–	0.02%	275
2019 Q4	$278K	Hold	20,500	–	–	0.02%	269
2019 Q3	$267K	Hold	20,500	–	–	0.02%	277
2019 Q2	$268K	Hold	20,500	–	–	0.02%	273
2019 Q1	$267K	Hold	20,500	–	–	0.02%	268
2018 Q4	$257K	Hold	20,500	–	–	0.02%	256
2018 Q3	$288K	Hold	20,500	–	–	0.02%	266
2018 Q2	$295K	Hold	20,500	–	–	0.03%	266
2018 Q1	$303K	Hold	20,500	–	–	0.03%	266
2017 Q4	$296K	Hold	20,500	–	–	0.03%	257
2017 Q3	$306K	Hold	20,500	–	–	0.03%	255
2017 Q2	$306K	Hold	20,500	–	–	0.03%	254
2017 Q1	$311K	Hold	20,500	–	–	0.03%	249
2016 Q4	$302K	Hold	20,500	–	–	0.03%	253
2016 Q3	$290K	Hold	20,500	–	–	0.03%	252
2016 Q2	$268K	Hold	20,500	–	–	0.03%	257
2016 Q1	$263K	Hold	20,500	–	–	0.03%	257
2015 Q4	$254K	Hold	20,500	–	–	0.03%	259
2015 Q3	$270K	Hold	20,500	–	–	0.03%	254
2015 Q2	$282K	Sell	20,500 -1,000	-5%	-$14.4K	0.03%	259
2015 Q1	$311K	Buy	+21,500	New	+$301K	0.04%	252

Other funds holding EFR

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Sandy Spring Bank held its Eaton Vance Senior Floating-Rate Fund (EFR) position steady in Q1 2025 at 20,500 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #338.

Sandy Spring Bank first reported a position in EFR in Q1 2015 and has held it in 41 quarters since. The position peaked at $311K in Q1 2017. 87 funds tracked by Wall St. Rank hold EFR as of Q1 2025.

Sandy Spring Bank held 20,500 shares of Eaton Vance Senior Floating-Rate Fund worth $251K as of Q1 2025.
Sandy Spring Bank left its Eaton Vance Senior Floating-Rate Fund share count unchanged in Q1 2025.
Eaton Vance Senior Floating-Rate Fund made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #338 holding.
Sandy Spring Bank first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2015 and has held it in 41 quarters since.
Sandy Spring Bank's Eaton Vance Senior Floating-Rate Fund position peaked at $311K in Q1 2017.
87 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2025.

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