Sandy Spring Bank’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$46.1K	Buy	3,998 +963	+32%	+$11.3K	﹤0.01%	590
2024 Q4	$35.4K	Hold	3,035	–	–	﹤0.01%	651
2024 Q3	$37.6K	Hold	3,035	–	–	﹤0.01%	642
2024 Q2	$35.6K	Sell	3,035 -5,001	-62%	-$56.4K	﹤0.01%	655
2024 Q1	$92.1K	Hold	8,036	–	–	﹤0.01%	477
2023 Q4	$92K	Buy	8,036 +3,035	+61%	+$32K	﹤0.01%	457
2023 Q3	$50.7K	Sell	5,001 -301	-6%	-$3.27K	﹤0.01%	543
2023 Q2	$59.8K	Sell	5,302 -11,766	-69%	-$132K	﹤0.01%	513
2023 Q1	$197K	Buy	17,068 +12,067	+241%	+$140K	0.01%	338
2022 Q4	$59K	Hold	5,001	–	–	﹤0.01%	501
2022 Q3	$55K	Hold	5,001	–	–	﹤0.01%	500
2022 Q2	$62K	Hold	5,001	–	–	﹤0.01%	481
2022 Q1	$67K	Hold	5,001	–	–	﹤0.01%	487
2021 Q4	$81K	Hold	5,001	–	–	﹤0.01%	482
2021 Q3	$78K	Hold	5,001	–	–	﹤0.01%	467
2021 Q2	$80K	Hold	5,001	–	–	﹤0.01%	472
2021 Q1	$76K	Hold	5,001	–	–	﹤0.01%	453
2020 Q4	$77K	Hold	5,001	–	–	﹤0.01%	428
2020 Q3	$73K	Hold	5,001	–	–	0.01%	411
2020 Q2	$70K	Hold	5,001	–	–	0.01%	403
2020 Q1	$69K	Sell	5,001 -1,100	-18%	-$15.9K	0.01%	389
2019 Q4	$89K	Sell	6,101 -2,054	-25%	-$29.7K	0.01%	385
2019 Q3	$117K	Hold	8,155	–	–	0.01%	352
2019 Q2	$114K	Hold	8,155	–	–	0.01%	353
2019 Q1	$111K	Hold	8,155	–	–	0.01%	350
2018 Q4	$102K	Hold	8,155	–	–	0.01%	356
2018 Q3	$104K	Sell	8,155 -408	-5%	-$5.37K	0.01%	368
2018 Q2	$113K	Buy	8,563 +408	+5%	+$5.37K	0.01%	367
2018 Q1	$107K	Hold	8,155	–	–	0.01%	368
2017 Q4	$115K	Sell	8,155 -750	-8%	-$10.5K	0.01%	336
2017 Q3	$126K	Hold	8,905	–	–	0.01%	326
2017 Q2	$125K	Hold	8,905	–	–	0.01%	337
2017 Q1	$122K	Hold	8,905	–	–	0.01%	334
2016 Q4	$124K	Hold	8,905	–	–	0.01%	327
2016 Q3	$134K	Hold	8,905	–	–	0.01%	326
2016 Q2	$139K	Hold	8,905	–	–	0.02%	323
2016 Q1	$132K	Buy	+8,905	New	+$130K	0.02%	321

Other funds holding NAD

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Sandy Spring Bank increased its Nuveen Quality Municipal Income Fund (NAD) stake by 32% in Q1 2025, buying an estimated $11.3K and bringing the position to 3,998 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Sandy Spring Bank first reported a position in NAD in Q1 2016 and has held it in 37 quarters since. The position peaked at $197K in Q1 2023. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

Sandy Spring Bank held 3,998 shares of Nuveen Quality Municipal Income Fund worth $46.1K as of Q1 2025.
Sandy Spring Bank bought 963 Nuveen Quality Municipal Income Fund shares in Q1 2025, an estimated $11.3K.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #590 holding.
Sandy Spring Bank first reported a position in Nuveen Quality Municipal Income Fund in Q1 2016 and has held it in 37 quarters since.
Sandy Spring Bank's Nuveen Quality Municipal Income Fund position peaked at $197K in Q1 2023.
285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

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