SSB
MPV

Sandy Spring Bank’s Barings Participation Investors MPV Stock Holding History

Sandy Spring Bank’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-800
Closed -$12.9K – 1307
2024
Q1 		$12.9K Buy
+800
New +$12.5K ﹤0.01% 812

Other funds holding MPV

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Spring Bank's MPV Position: Q2 2024 in Review

Sandy Spring Bank sold out of Barings Participation Investors (MPV) in Q2 2024, closing a stake of 800 shares — an estimated $12.9K sold.

Sandy Spring Bank first reported a position in MPV in Q1 2024 and held it in 1 quarter. The position peaked at $12.9K in Q1 2024. 39 funds tracked by Wall St. Rank hold MPV as of Q2 2024.

  • Sandy Spring Bank reported no remaining Barings Participation Investors position as of Q2 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 800 Barings Participation Investors shares in Q2 2024, an estimated $12.9K.
  • Sandy Spring Bank first reported a position in Barings Participation Investors in Q1 2024 and held it in 1 quarter.
  • Sandy Spring Bank's Barings Participation Investors position peaked at $12.9K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Barings Participation Investors as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.