Sandy Spring Bank’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-107	Closed	-$6K	–	1179
2021 Q4	$6K	Hold	107	–	–	﹤0.01%	991
2021 Q3	$6K	Hold	107	–	–	﹤0.01%	949
2021 Q2	$6K	Buy	+107	New	+$5.99K	﹤0.01%	964
2020 Q4	–	Sell	-25	Closed	-$1K	–	1011
2020 Q3	$1K	Buy	+25	New	+$897	﹤0.01%	862
2017 Q4	–	Sell	-158	Closed	-$8K	–	864
2017 Q3	$8K	Hold	158	–	–	﹤0.01%	701
2017 Q2	$7K	Hold	158	–	–	﹤0.01%	728
2017 Q1	$7K	Hold	158	–	–	﹤0.01%	730
2016 Q4	$7K	Hold	158	–	–	﹤0.01%	705
2016 Q3	$7K	Hold	158	–	–	﹤0.01%	693
2016 Q2	$6K	Hold	158	–	–	﹤0.01%	750
2016 Q1	$6K	Hold	158	–	–	﹤0.01%	773
2015 Q4	$6K	Hold	158	–	–	﹤0.01%	749
2015 Q3	$6K	Hold	158	–	–	﹤0.01%	742
2015 Q2	$6K	Buy	+158	New	+$6.43K	﹤0.01%	780
2013 Q4	–	Sell	-280	Closed	-$13K	–	685
2013 Q3	$13K	Hold	280	–	–	﹤0.01%	522
2013 Q2	$12K	Buy	+280	New	+$12.5K	﹤0.01%	506

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return