Sandy Spring Bank’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $64.1K | Buy |
141
+5
| +4% | +$2.28K | ﹤0.01% | 529 |
|
|
2024
Q4 | $65.3K | Hold |
136
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $62.5K | Sell |
136
-44
| -24% | -$18.7K | ﹤0.01% | 543 |
|
|
2024
Q2 | $73.5K | Hold |
180
| – | – | ﹤0.01% | 511 |
|
|
2024
Q1 | $81.8K | Buy |
180
+44
| +32% | +$20.5K | ﹤0.01% | 497 |
|
|
2023
Q4 | $64.9K | Hold |
136
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $59.5K | Buy |
136
+12
| +10% | +$5.11K | ﹤0.01% | 514 |
|
|
2023
Q2 | $49.7K | Hold |
124
| – | – | ﹤0.01% | 549 |
|
|
2023
Q1 | $51.5K | Hold |
124
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $49.8K | Hold |
124
| – | – | ﹤0.01% | 531 |
|
|
2022
Q3 | $50K | Hold |
124
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $47K | Hold |
124
| – | – | ﹤0.01% | 527 |
|
|
2022
Q1 | $54K | Hold |
124
| – | – | ﹤0.01% | 527 |
|
|
2021
Q4 | $60K | Hold |
124
| – | – | ﹤0.01% | 539 |
|
|
2021
Q3 | $49K | Hold |
124
| – | – | ﹤0.01% | 556 |
|
|
2021
Q2 | $42K | Hold |
124
| – | – | ﹤0.01% | 610 |
|
|
2021
Q1 | $38K | Hold |
124
| – | – | ﹤0.01% | 563 |
|
|
2020
Q4 | $41K | Hold |
124
| – | – | ﹤0.01% | 520 |
|
|
2020
Q3 | $41K | Hold |
124
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $41K | Sell |
124
-8
| -6% | -$2.31K | ﹤0.01% | 482 |
|
|
2020
Q1 | $34K | Buy |
132
+5
| +4% | +$1.36K | ﹤0.01% | 492 |
|
|
2019
Q4 | $34K | Hold |
127
| – | – | ﹤0.01% | 527 |
|
|
2019
Q3 | $31K | Hold |
127
| – | – | ﹤0.01% | 544 |
|
|
2019
Q2 | $36K | Hold |
127
| – | – | ﹤0.01% | 514 |
|
|
2019
Q1 | $32K | Hold |
127
| – | – | ﹤0.01% | 504 |
|
|
2018
Q4 | $25K | Buy |
127
+27
| +27% | +$5.95K | ﹤0.01% | 536 |
|
|
2018
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 581 |
|
|
2018
Q2 | $20K | Hold |
100
| – | – | ﹤0.01% | 586 |
|
|
2018
Q1 | $20K | Hold |
100
| – | – | ﹤0.01% | 603 |
|
|
2017
Q4 | $19K | Hold |
100
| – | – | ﹤0.01% | 600 |
|
|
2017
Q3 | $18K | Hold |
100
| – | – | ﹤0.01% | 589 |
|
|
2017
Q2 | $17K | Sell |
100
-152
| -60% | -$24.9K | ﹤0.01% | 600 |
|
|
2017
Q1 | $42K | Hold |
252
| – | – | ﹤0.01% | 476 |
|
|
2016
Q4 | $41K | Hold |
252
| – | – | ﹤0.01% | 469 |
|
|
2016
Q3 | $41K | Hold |
252
| – | – | ﹤0.01% | 460 |
|
|
2016
Q2 | $41K | Hold |
252
| – | – | ﹤0.01% | 468 |
|
|
2016
Q1 | $38K | Hold |
252
| – | – | ﹤0.01% | 484 |
|
|
2015
Q4 | $41K | Buy |
+252
| New | +$42.3K | ﹤0.01% | 452 |
|
|
2014
Q4 | – | Sell |
-30
| Closed | -$4K | – | 802 |
|
|
2014
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 712 |
|
|
2014
Q2 | $4K | Buy |
+30
| New | +$3.26K | ﹤0.01% | 714 |
|
Other funds holding FDS
Sandy Spring Bank's FDS Position: Q1 2025 in Review
Sandy Spring Bank increased its Factset (FDS) stake by 3.7% in Q1 2025, buying an estimated $2.28K and bringing the position to 141 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #529.
Sandy Spring Bank first reported a position in FDS in Q2 2014 and has held it in 40 quarters since. The position peaked at $81.8K in Q1 2024. 827 funds tracked by Wall St. Rank hold FDS as of Q1 2025.
- Sandy Spring Bank held 141 shares of Factset worth $64.1K as of Q1 2025.
- Sandy Spring Bank bought 5 Factset shares in Q1 2025, an estimated $2.28K.
- Factset made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #529 holding.
- Sandy Spring Bank first reported a position in Factset in Q2 2014 and has held it in 40 quarters since.
- Sandy Spring Bank's Factset position peaked at $81.8K in Q1 2024.
- 827 funds tracked by Wall St. Rank held Factset as of Q1 2025.
Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.