Sandy Spring Bank’s Shenandoah Telecom SHEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$8.99K	Hold	715	–	–	﹤0.01%	859
2024 Q4	$9.02K	Hold	715	–	–	﹤0.01%	874
2024 Q3	$10.1K	Sell	715 -1,450	-67%	-$23.9K	﹤0.01%	858
2024 Q2	$35.3K	Sell	2,165 -290	-12%	-$4.67K	﹤0.01%	656
2024 Q1	$42.6K	Hold	2,455	–	–	﹤0.01%	613
2023 Q4	$53.1K	Sell	2,455 -150	-6%	-$3.36K	﹤0.01%	551
2023 Q3	$53.7K	Sell	2,605 -1,005	-28%	-$20.6K	﹤0.01%	534
2023 Q2	$70.1K	Sell	3,610 -645	-15%	-$12.6K	﹤0.01%	480
2023 Q1	$80.9K	Sell	4,255 -830	-16%	-$15.5K	﹤0.01%	461
2022 Q4	$80.7K	Sell	5,085 -259	-5%	-$4.74K	﹤0.01%	453
2022 Q3	$91K	Hold	5,344	–	–	0.01%	427
2022 Q2	$118K	Sell	5,344 -1,470	-22%	-$33.2K	0.01%	385
2022 Q1	$161K	Sell	6,814 -1,610	-19%	-$36.3K	0.01%	354
2021 Q4	$215K	Hold	8,424	–	–	0.01%	329
2021 Q3	$266K	Sell	8,424 -570	-6%	-$21.7K	0.01%	312
2021 Q2	$436K	Hold	8,994	–	–	0.02%	266
2021 Q1	$439K	Buy	8,994 +33	+0.4%	+$1.51K	0.03%	261
2020 Q4	$387K	Sell	8,961 -350	-4%	-$15.7K	0.02%	257
2020 Q3	$413K	Sell	9,311 -20	-0.2%	-$1.02K	0.03%	243
2020 Q2	$460K	Sell	9,331 -1,000	-10%	-$50.7K	0.03%	234
2020 Q1	$509K	Buy	10,331 +9,431	+1,048%	+$419K	0.05%	213
2019 Q4	$37K	Hold	900	–	–	﹤0.01%	519
2019 Q3	$29K	Sell	900 -100	-10%	-$3.51K	﹤0.01%	557
2019 Q2	$39K	Hold	1,000	–	–	﹤0.01%	500
2019 Q1	$44K	Hold	1,000	–	–	﹤0.01%	465
2018 Q4	$44K	Sell	1,000 -250	-20%	-$10.7K	﹤0.01%	461
2018 Q3	$48K	Hold	1,250	–	–	﹤0.01%	470
2018 Q2	$41K	Hold	1,250	–	–	﹤0.01%	489
2018 Q1	$45K	Hold	1,250	–	–	﹤0.01%	484
2017 Q4	$42K	Hold	1,250	–	–	﹤0.01%	470
2017 Q3	$47K	Hold	1,250	–	–	﹤0.01%	450
2017 Q2	$38K	Hold	1,250	–	–	﹤0.01%	492
2017 Q1	$35K	Hold	1,250	–	–	﹤0.01%	507
2016 Q4	$34K	Hold	1,250	–	–	﹤0.01%	498
2016 Q3	$34K	Hold	1,250	–	–	﹤0.01%	493
2016 Q2	$49K	Sell	1,250 -250	-17%	-$7.73K	0.01%	442
2016 Q1	$40K	Hold	1,500	–	–	﹤0.01%	475
2015 Q4	$32K	Hold	1,500	–	–	﹤0.01%	485
2015 Q3	$32K	Sell	1,500 -500	-25%	-$9.46K	﹤0.01%	494
2015 Q2	$34K	Hold	2,000	–	–	﹤0.01%	507
2015 Q1	$31K	Hold	2,000	–	–	﹤0.01%	520
2014 Q4	$31K	Hold	2,000	–	–	﹤0.01%	465
2014 Q3	$25K	Sell	2,000 -4,000	-67%	-$56.2K	﹤0.01%	508
2014 Q2	$91K	Hold	6,000	–	–	0.01%	341
2014 Q1	$97K	Sell	6,000 -800	-12%	-$10.7K	0.01%	308
2013 Q4	$87K	Sell	6,800 -600	-8%	-$7.56K	0.01%	322
2013 Q3	$89K	Sell	7,400 -3,000	-29%	-$28.9K	0.01%	305
2013 Q2	$87K	Buy	+10,400	New	+$85.4K	0.01%	299

Other funds holding SHEN

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

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

GGH

GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return

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

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Sandy Spring Bank held its Shenandoah Telecom (SHEN) position steady in Q1 2025 at 715 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Sandy Spring Bank first reported a position in SHEN in Q2 2013 and has held it in 48 quarters since. The position peaked at $509K in Q1 2020. 163 funds tracked by Wall St. Rank hold SHEN as of Q1 2025.

Sandy Spring Bank held 715 shares of Shenandoah Telecom worth $8.99K as of Q1 2025.
Sandy Spring Bank left its Shenandoah Telecom share count unchanged in Q1 2025.
Shenandoah Telecom made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #859 holding.
Sandy Spring Bank first reported a position in Shenandoah Telecom in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Shenandoah Telecom position peaked at $509K in Q1 2020.
163 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2025.

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