SSB
STEM icon

Sandy Spring Bank’s Stem STEM Stock Holding History

Sandy Spring Bank’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35
Closed -$777 – 1304
2024
Q2 		$777 Hold
35
– – ﹤0.01% 1168
2024
Q1 		$1.53K Hold
35
– – ﹤0.01% 1073
2023
Q4 		$2.72K Hold
35
– – ﹤0.01% 989
2023
Q3 		$2.97K Hold
35
– – ﹤0.01% 991
2023
Q2 		$4K Hold
35
– – ﹤0.01% 993
2023
Q1 		$3.97K Hold
35
– – ﹤0.01% 961
2022
Q4 		$6.26K Buy
35
+5
+17% +$1.2K ﹤0.01% 893
2022
Q3 		$8K Hold
30
– – ﹤0.01% 855
2022
Q2 		$4K Buy
+30
New +$4.99K ﹤0.01% 995
2022
Q1 		– Sell
-15
Closed -$6K – 1215
2021
Q4 		$6K Sell
15
-7
-32% -$3.03K ﹤0.01% 999
2021
Q3 		$11K Buy
+22
New +$11.6K ﹤0.01% 862
2021
Q2 		– Sell
-33
Closed -$18K – 1168
2021
Q1 		$18K Buy
+33
New +$21.2K ﹤0.01% 697

Other funds holding STEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Sandy Spring Bank's STEM Position: Q3 2024 in Review

Sandy Spring Bank sold out of Stem (STEM) in Q3 2024, closing a stake of 35 shares — an estimated $777 sold.

Sandy Spring Bank first reported a position in STEM in Q1 2021 and held it in 12 quarters. The position peaked at $18K in Q1 2021. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Sandy Spring Bank reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 35 Stem shares in Q3 2024, an estimated $777.
  • Sandy Spring Bank first reported a position in Stem in Q1 2021 and held it in 12 quarters.
  • Sandy Spring Bank's Stem position peaked at $18K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.