Sandy Spring Bank’s Pioneer Power Solutions PPSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-211	Closed	-$1.32K	–	1215
2023 Q3	$1.32K	Hold	211	–	–	﹤0.01%	1063
2023 Q2	$1.77K	Hold	211	–	–	﹤0.01%	1076
2023 Q1	$743	Hold	211	–	–	﹤0.01%	1086
2022 Q4	$565	Hold	211	–	–	﹤0.01%	1084
2022 Q3	$1K	Buy	+211	New	+$701	﹤0.01%	1103

Other funds holding PPSI

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

SIA

Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sandy Spring Bank's PPSI Position: Q4 2023 in Review

Sandy Spring Bank sold out of Pioneer Power Solutions (PPSI) in Q4 2023, closing a stake of 211 shares — an estimated $1.32K sold.

Sandy Spring Bank first reported a position in PPSI in Q3 2022 and held it in 5 quarters. The position peaked at $1.77K in Q2 2023. 32 funds tracked by Wall St. Rank hold PPSI as of Q4 2023.

Sandy Spring Bank reported no remaining Pioneer Power Solutions position as of Q4 2023 after selling out during the quarter.
Sandy Spring Bank sold 211 Pioneer Power Solutions shares in Q4 2023, an estimated $1.32K.
Sandy Spring Bank first reported a position in Pioneer Power Solutions in Q3 2022 and held it in 5 quarters.
Sandy Spring Bank's Pioneer Power Solutions position peaked at $1.77K in Q2 2023.
32 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.