Sandy Spring Bank’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$4.2K	–	1273
2024 Q4	$4.2K	Buy	+7	New	+$4.2K	﹤0.01%	990
2020 Q2	–	Sell	-8	Closed	-$2K	–	939
2020 Q1	$2K	Buy	+8	New	+$2.27K	﹤0.01%	834

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Sandy Spring Bank sold out of MSCI (MSCI) in Q1 2025, closing a stake of 7 shares — an estimated $4.2K sold.

Sandy Spring Bank first reported a position in MSCI in Q1 2020 and held it in 2 quarters. The position peaked at $4.2K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Sandy Spring Bank reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 7 MSCI shares in Q1 2025, an estimated $4.2K.
Sandy Spring Bank first reported a position in MSCI in Q1 2020 and held it in 2 quarters.
Sandy Spring Bank's MSCI position peaked at $4.2K in Q4 2024.
1,078 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

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