SSB
LFT

Sandy Spring Bank’s Lument Finance Trust LFT Stock Holding History

Sandy Spring Bank’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-244
Closed -$493 – 1248
2023
Q1 		$493 Buy
244
+7
+3% +$15 ﹤0.01% 1104
2022
Q4 		$450 Buy
+237
New +$485 ﹤0.01% 1090
2022
Q3 		– Sell
-224
Closed -$1K – 1162
2022
Q2 		$1K Buy
224
+4
+2% +$10 ﹤0.01% 1094
2022
Q1 		$1K Buy
220
+6
+3% +$19 ﹤0.01% 1097
2021
Q4 		$1K Buy
214
+5
+2% +$20 ﹤0.01% 1186
2021
Q3 		$1K Buy
209
+4
+2% +$16 ﹤0.01% 1106
2021
Q2 		$1K Buy
205
+5
+3% +$19 ﹤0.01% 1113
2021
Q1 		$1K Hold
200
– – ﹤0.01% 972
2020
Q4 		$1K Hold
200
– – ﹤0.01% 929
2020
Q3 		$1K Buy
+200
New +$493 ﹤0.01% 863

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sandy Spring Bank's LFT Position: Q2 2023 in Review

Sandy Spring Bank sold out of Lument Finance Trust (LFT) in Q2 2023, closing a stake of 244 shares — an estimated $493 sold.

Sandy Spring Bank first reported a position in LFT in Q3 2020 and held it in 10 quarters. The position peaked at $1K in Q2 2022. 32 funds tracked by Wall St. Rank hold LFT as of Q2 2023.

  • Sandy Spring Bank reported no remaining Lument Finance Trust position as of Q2 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 244 Lument Finance Trust shares in Q2 2023, an estimated $493.
  • Sandy Spring Bank first reported a position in Lument Finance Trust in Q3 2020 and held it in 10 quarters.
  • Sandy Spring Bank's Lument Finance Trust position peaked at $1K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2023.

Based on Sandy Spring Bank's 13F filing for Q2 2023, filed 4 Aug 2023.