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	-24	Closed	-$493	–	1248
2023 Q1	$493	Hold	24	–	–	﹤0.01%	1104
2022 Q4	$450	Buy	+24	New	+$491	﹤0.01%	1090
2022 Q3	–	Sell	-22	Closed	-$1K	–	1162
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	1094
2022 Q1	$1K	Buy	22 +1	+5%	+$32	﹤0.01%	1097
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	1186
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	1106
2021 Q2	$1K	Buy	21 +1	+5%	+$39	﹤0.01%	1113
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	972
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	929
2020 Q3	$1K	Buy	+20	New	+$493	﹤0.01%	863

Other funds holding LFT

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 24 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. 31 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 24 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.
31 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.