Sandy Spring Bank’s NiSource NI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$24.1K	Buy	600 +522	+669%	+$20.1K	﹤0.01%	702
2024 Q4	$2.87K	Hold	78	–	–	﹤0.01%	1024
2024 Q3	$2.7K	Sell	78 -293	-79%	-$9.35K	﹤0.01%	1013
2024 Q2	$10.7K	Hold	371	–	–	﹤0.01%	865
2024 Q1	$10.3K	Buy	371 +78	+27%	+$2.05K	﹤0.01%	847
2023 Q4	$7.78K	Sell	293 -904	-76%	-$23.2K	﹤0.01%	862
2023 Q3	$29.5K	Hold	1,197	–	–	﹤0.01%	641
2023 Q2	$32.7K	Hold	1,197	–	–	﹤0.01%	628
2023 Q1	$33.5K	Sell	1,197 -3,456	-74%	-$94.5K	﹤0.01%	601
2022 Q4	$128K	Hold	4,653	–	–	0.01%	388
2022 Q3	$117K	Hold	4,653	–	–	0.01%	384
2022 Q2	$138K	Hold	4,653	–	–	0.01%	365
2022 Q1	$148K	Hold	4,653	–	–	0.01%	372
2021 Q4	$128K	Hold	4,653	–	–	0.01%	401
2021 Q3	$113K	Hold	4,653	–	–	0.01%	402
2021 Q2	$114K	Hold	4,653	–	–	0.01%	403
2021 Q1	$112K	Hold	4,653	–	–	0.01%	387
2020 Q4	$107K	Sell	4,653 -400	-8%	-$9.36K	0.01%	379
2020 Q3	$111K	Buy	5,053 +400	+9%	+$9.28K	0.01%	356
2020 Q2	$106K	Hold	4,653	–	–	0.01%	357
2020 Q1	$116K	Hold	4,653	–	–	0.01%	324
2019 Q4	$129K	Hold	4,653	–	–	0.01%	340
2019 Q3	$139K	Hold	4,653	–	–	0.01%	330
2019 Q2	$134K	Hold	4,653	–	–	0.01%	330
2019 Q1	$133K	Hold	4,653	–	–	0.01%	327
2018 Q4	$118K	Hold	4,653	–	–	0.01%	334
2018 Q3	$116K	Hold	4,653	–	–	0.01%	358
2018 Q2	$123K	Sell	4,653 -426	-8%	-$10.4K	0.01%	350
2018 Q1	$121K	Hold	5,079	–	–	0.01%	353
2017 Q4	$130K	Hold	5,079	–	–	0.01%	322
2017 Q3	$130K	Sell	5,079 -1,000	-16%	-$26.3K	0.01%	321
2017 Q2	$154K	Hold	6,079	–	–	0.02%	315
2017 Q1	$145K	Hold	6,079	–	–	0.01%	319
2016 Q4	$135K	Sell	6,079 -400	-6%	-$8.9K	0.01%	319
2016 Q3	$156K	Hold	6,479	–	–	0.02%	308
2016 Q2	$172K	Sell	6,479 -717	-10%	-$17.2K	0.02%	302
2016 Q1	$169K	Hold	7,196	–	–	0.02%	300
2015 Q4	$141K	Sell	7,196 -374	-5%	-$7.19K	0.02%	305
2015 Q3	$141K	Sell	7,570 -11,696	-61%	-$200K	0.02%	306
2015 Q2	$346K	Hold	19,266	–	–	0.04%	244
2015 Q1	$335K	Buy	19,266 +18,248	+1,793%	+$309K	0.04%	244
2014 Q4	$17K	Hold	1,018	–	–	﹤0.01%	557
2014 Q3	$16K	Buy	+1,018	New	+$15.6K	﹤0.01%	572

Other funds holding NI

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Sandy Spring Bank increased its NiSource (NI) stake by 669% in Q1 2025, buying an estimated $20.1K and bringing the position to 600 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Sandy Spring Bank first reported a position in NI in Q3 2014 and has held it in 43 quarters since. The position peaked at $346K in Q2 2015. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

Sandy Spring Bank held 600 shares of NiSource worth $24.1K as of Q1 2025.
Sandy Spring Bank bought 522 NiSource shares in Q1 2025, an estimated $20.1K.
NiSource made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #702 holding.
Sandy Spring Bank first reported a position in NiSource in Q3 2014 and has held it in 43 quarters since.
Sandy Spring Bank's NiSource position peaked at $346K in Q2 2015.
796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

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