SSB
ME

Sandy Spring Bank’s 23andMe Holding Co ME Stock Holding History

Sandy Spring Bank’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-234
Closed -$761 – 1328
2024
Q4 		$761 Hold
234
– – ﹤0.01% 1120
2024
Q3 		$1.63K Hold
234
– – ﹤0.01% 1053
2024
Q2 		$1.83K Hold
234
– – ﹤0.01% 1105
2024
Q1 		$2.49K Sell
234
-2
-0.8% -$26 ﹤0.01% 1028
2023
Q4 		$4.31K Buy
236
+70
+42% +$1.21K ﹤0.01% 928
2023
Q3 		$3.25K Buy
166
+161
+3,220% +$4.51K ﹤0.01% 978
2023
Q2 		$4.53K Buy
+5
New +$199 ﹤0.01% 970

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Sandy Spring Bank sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 234 shares — an estimated $761 sold.

Sandy Spring Bank first reported a position in ME in Q2 2023 and held it in 7 quarters. The position peaked at $4.53K in Q2 2023. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • Sandy Spring Bank reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • Sandy Spring Bank sold 234 23andMe Holding Co shares in Q1 2025, an estimated $761.
  • Sandy Spring Bank first reported a position in 23andMe Holding Co in Q2 2023 and held it in 7 quarters.
  • Sandy Spring Bank's 23andMe Holding Co position peaked at $4.53K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

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