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Sandy Spring Bank’s iShares Global Industrials ETF EXI Stock Holding History

Sandy Spring Bank’s Portfolio EXI Stock Details EXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-41
Closed -$4.93K – 1213
2023
Q2 		$4.93K Buy
+41
New +$4.72K ﹤0.01% 957

Other funds holding EXI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Sandy Spring Bank's EXI Position: Q3 2023 in Review

Sandy Spring Bank sold out of iShares Global Industrials ETF (EXI) in Q3 2023, closing a stake of 41 shares — an estimated $4.93K sold.

Sandy Spring Bank first reported a position in EXI in Q2 2023 and held it in 1 quarter. The position peaked at $4.93K in Q2 2023. 77 funds tracked by Wall St. Rank hold EXI as of Q3 2023.

  • Sandy Spring Bank reported no remaining iShares Global Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 41 iShares Global Industrials ETF shares in Q3 2023, an estimated $4.93K.
  • Sandy Spring Bank first reported a position in iShares Global Industrials ETF in Q2 2023 and held it in 1 quarter.
  • Sandy Spring Bank's iShares Global Industrials ETF position peaked at $4.93K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.