Sandy Spring Bank’s Eaton Vance Corp. EV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-67	Closed	-$2K	–	974
2020 Q1	$2K	Hold	67	–	–	﹤0.01%	846
2019 Q4	$3K	Hold	67	–	–	﹤0.01%	802
2019 Q3	$3K	Hold	67	–	–	﹤0.01%	811
2019 Q2	$3K	Hold	67	–	–	﹤0.01%	805
2019 Q1	$3K	Hold	67	–	–	﹤0.01%	753
2018 Q4	$2K	Buy	+67	New	+$2.83K	﹤0.01%	756

Other funds holding EV

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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sandy Spring Bank's EV Position: Q2 2020 in Review

Sandy Spring Bank sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 67 shares — an estimated $2K sold.

Sandy Spring Bank first reported a position in EV in Q4 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

Sandy Spring Bank reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
Sandy Spring Bank sold 67 Eaton Vance Corp. shares in Q2 2020, an estimated $2K.
Sandy Spring Bank first reported a position in Eaton Vance Corp. in Q4 2018 and held it in 6 quarters.
Sandy Spring Bank's Eaton Vance Corp. position peaked at $3K in Q4 2019.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Sandy Spring Bank's 13F filing for Q2 2020, filed 12 Aug 2020.