Sandy Spring Bank’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$17.6K	Buy	1,575 +25	+2%	+$285	﹤0.01%	757
2024 Q4	$17.5K	Hold	1,550	–	–	﹤0.01%	772
2024 Q3	$18.6K	Hold	1,550	–	–	﹤0.01%	761
2024 Q2	$17.8K	Hold	1,550	–	–	﹤0.01%	780
2024 Q1	$17.2K	Hold	1,550	–	–	﹤0.01%	765
2023 Q4	$17.1K	Hold	1,550	–	–	﹤0.01%	737
2023 Q3	$15K	Hold	1,550	–	–	﹤0.01%	753
2023 Q2	$16.9K	Hold	1,550	–	–	﹤0.01%	744
2023 Q1	$17.2K	Sell	1,550 -15,950	-91%	-$178K	﹤0.01%	725
2022 Q4	$199K	Hold	17,500	–	–	0.01%	337
2022 Q3	$186K	Hold	17,500	–	–	0.01%	332
2022 Q2	$206K	Hold	17,500	–	–	0.01%	323
2022 Q1	$230K	Hold	17,500	–	–	0.01%	318
2021 Q4	$273K	Hold	17,500	–	–	0.01%	313
2021 Q3	$266K	Hold	17,500	–	–	0.01%	310
2021 Q2	$275K	Hold	17,500	–	–	0.01%	309
2021 Q1	$259K	Hold	17,500	–	–	0.01%	300
2020 Q4	$264K	Hold	17,500	–	–	0.02%	290
2020 Q3	$251K	Hold	17,500	–	–	0.02%	279
2020 Q2	$243K	Hold	17,500	–	–	0.02%	273
2020 Q1	$237K	Hold	17,500	–	–	0.02%	266
2019 Q4	$252K	Hold	17,500	–	–	0.02%	277
2019 Q3	$250K	Hold	17,500	–	–	0.02%	283
2019 Q2	$242K	Sell	17,500 -2,115	-11%	-$28.4K	0.02%	282
2019 Q1	$262K	Hold	19,615	–	–	0.02%	269
2018 Q4	$241K	Hold	19,615	–	–	0.02%	264
2018 Q3	$248K	Hold	19,615	–	–	0.02%	277
2018 Q2	$255K	Hold	19,615	–	–	0.02%	280
2018 Q1	$255K	Hold	19,615	–	–	0.02%	280
2017 Q4	$270K	Hold	19,615	–	–	0.02%	267
2017 Q3	$272K	Hold	19,615	–	–	0.03%	267
2017 Q2	$269K	Hold	19,615	–	–	0.03%	265
2017 Q1	$262K	Hold	19,615	–	–	0.03%	266
2016 Q4	$262K	Hold	19,615	–	–	0.03%	265
2016 Q3	$286K	Buy	+19,615	New	+$292K	0.03%	255

Other funds holding NEA

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

KIM

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

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

MSL

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

RCM

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

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

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

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

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

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

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

Sandy Spring Bank increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.6% in Q1 2025, buying an estimated $285 and bringing the position to 1,575 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Sandy Spring Bank first reported a position in NEA in Q3 2016 and has held it in 35 quarters since. The position peaked at $286K in Q3 2016. 318 funds tracked by Wall St. Rank hold NEA as of Q1 2025.

Sandy Spring Bank held 1,575 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $17.6K as of Q1 2025.
Sandy Spring Bank bought 25 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $285.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #757 holding.
Sandy Spring Bank first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and has held it in 35 quarters since.
Sandy Spring Bank's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $286K in Q3 2016.
318 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2025.

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