Sandy Spring Bank’s Saratoga Investment SAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-360	Closed	-$10K	–	1250
2021 Q3	$10K	Hold	360	–	–	﹤0.01%	878
2021 Q2	$10K	Hold	360	–	–	﹤0.01%	902
2021 Q1	$9K	Hold	360	–	–	﹤0.01%	810
2020 Q4	$8K	Hold	360	–	–	﹤0.01%	782
2020 Q3	$6K	Hold	360	–	–	﹤0.01%	738
2020 Q2	$6K	Hold	360	–	–	﹤0.01%	752
2020 Q1	$4K	Buy	+360	New	+$8.29K	﹤0.01%	783

Other funds holding SAR

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sandy Spring Bank's SAR Position: Q4 2021 in Review

Sandy Spring Bank sold out of Saratoga Investment (SAR) in Q4 2021, closing a stake of 360 shares — an estimated $10K sold.

Sandy Spring Bank first reported a position in SAR in Q1 2020 and held it in 7 quarters. The position peaked at $10K in Q3 2021. 63 funds tracked by Wall St. Rank hold SAR as of Q4 2021.

Sandy Spring Bank reported no remaining Saratoga Investment position as of Q4 2021 after selling out during the quarter.
Sandy Spring Bank sold 360 Saratoga Investment shares in Q4 2021, an estimated $10K.
Sandy Spring Bank first reported a position in Saratoga Investment in Q1 2020 and held it in 7 quarters.
Sandy Spring Bank's Saratoga Investment position peaked at $10K in Q3 2021.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2021.

Based on Sandy Spring Bank's 13F filing for Q4 2021, filed 11 Feb 2022.