Sandy Spring Bank’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-61	Closed	-$8.32K	–	1270
2023 Q2	$8.32K	Buy	+61	New	+$8.19K	﹤0.01%	874
2020 Q4	–	Sell	-18	Closed	-$2K	–	1045
2020 Q3	$2K	Buy	+18	New	+$1.4K	﹤0.01%	807
2017 Q4	–	Sell	-179	Closed	-$10K	–	885
2017 Q3	$10K	Hold	179	–	–	﹤0.01%	684
2017 Q2	$10K	Hold	179	–	–	﹤0.01%	691
2017 Q1	$9K	Buy	+179	New	+$9.14K	﹤0.01%	707

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Sandy Spring Bank's TRI Position: Q3 2023 in Review

Sandy Spring Bank sold out of Thomson Reuters (TRI) in Q3 2023, closing a stake of 61 shares — an estimated $8.32K sold.

Sandy Spring Bank first reported a position in TRI in Q1 2017 and held it in 5 quarters. The position peaked at $10K in Q3 2017. 400 funds tracked by Wall St. Rank hold TRI as of Q3 2023.

Sandy Spring Bank reported no remaining Thomson Reuters position as of Q3 2023 after selling out during the quarter.
Sandy Spring Bank sold 61 Thomson Reuters shares in Q3 2023, an estimated $8.32K.
Sandy Spring Bank first reported a position in Thomson Reuters in Q1 2017 and held it in 5 quarters.
Sandy Spring Bank's Thomson Reuters position peaked at $10K in Q3 2017.
400 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.