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Sandy Spring Bank’s Fortrea Holdings FTRE Stock Holding History

Sandy Spring Bank’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$9.41K Sell
1,246
-1,216
-49% -$17.2K ﹤0.01% 852
2024
Q4 		$45.9K Sell
2,462
-950
-28% -$18.5K ﹤0.01% 598
2024
Q3 		$68.2K Sell
3,412
-685
-17% -$16.1K ﹤0.01% 528
2024
Q2 		$95.6K Sell
4,097
-752
-16% -$23.3K ﹤0.01% 460
2024
Q1 		$195K Sell
4,849
-3,655
-43% -$127K 0.01% 371
2023
Q4 		$297K Sell
8,504
-4,484
-35% -$137K 0.01% 320
2023
Q3 		$371K Buy
+12,988
New +$384K 0.02% 283

Other funds holding FTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

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

Sandy Spring Bank reduced its Fortrea Holdings (FTRE) stake by 49% in Q1 2025, selling an estimated $17.2K and leaving 1,246 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Sandy Spring Bank first reported a position in FTRE in Q3 2023 and has held it in 7 quarters since. The position peaked at $371K in Q3 2023. 359 funds tracked by Wall St. Rank hold FTRE as of Q1 2025.

  • Sandy Spring Bank held 1,246 shares of Fortrea Holdings worth $9.41K as of Q1 2025.
  • Sandy Spring Bank sold 1,216 Fortrea Holdings shares in Q1 2025, an estimated $17.2K.
  • Fortrea Holdings made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #852 holding.
  • Sandy Spring Bank first reported a position in Fortrea Holdings in Q3 2023 and has held it in 7 quarters since.
  • Sandy Spring Bank's Fortrea Holdings position peaked at $371K in Q3 2023.
  • 359 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2025.

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