Sandy Spring Bank’s United Bankshares UBSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$764K	Sell	22,047 -1,811	-8%	-$66.3K	0.03%	251
2024 Q4	$896K	Sell	23,858 -1,650	-6%	-$65K	0.04%	241
2024 Q3	$946K	Sell	25,508 -1,000	-4%	-$36.5K	0.04%	232
2024 Q2	$860K	Hold	26,508	–	–	0.04%	241
2024 Q1	$949K	Sell	26,508 -1,000	-4%	-$35.4K	0.04%	223
2023 Q4	$1.03M	Buy	27,508 +11,820	+75%	+$376K	0.05%	210
2023 Q3	$433K	Buy	15,688 +6,933	+79%	+$209K	0.02%	274
2023 Q2	$260K	Hold	8,755	–	–	0.01%	323
2023 Q1	$308K	Sell	8,755 -125	-1%	-$4.91K	0.02%	298
2022 Q4	$360K	Sell	8,880 -1,021	-10%	-$41.4K	0.02%	276
2022 Q3	$354K	Sell	9,901 -335	-3%	-$12.5K	0.02%	268
2022 Q2	$359K	Hold	10,236	–	–	0.02%	270
2022 Q1	$357K	Hold	10,236	–	–	0.02%	282
2021 Q4	$371K	Sell	10,236 -388	-4%	-$14.3K	0.02%	286
2021 Q3	$387K	Hold	10,624	–	–	0.02%	278
2021 Q2	$388K	Hold	10,624	–	–	0.02%	277
2021 Q1	$410K	Hold	10,624	–	–	0.02%	264
2020 Q4	$344K	Sell	10,624 -11,695	-52%	-$330K	0.02%	268
2020 Q3	$479K	Sell	22,319 -272	-1%	-$7.08K	0.03%	233
2020 Q2	$624K	Hold	22,591	–	–	0.05%	211
2020 Q1	$522K	Hold	22,591	–	–	0.05%	208
2019 Q4	$873K	Sell	22,591 -403	-2%	-$15.5K	0.06%	198
2019 Q3	$871K	Sell	22,994 -200	-0.9%	-$7.41K	0.07%	201
2019 Q2	$860K	Buy	23,194 +4,520	+24%	+$170K	0.07%	192
2019 Q1	$677K	Buy	18,674 +6,153	+49%	+$222K	0.06%	199
2018 Q4	$390K	Sell	12,521 -441	-3%	-$14.9K	0.04%	230
2018 Q3	$471K	Sell	12,962 -527	-4%	-$20K	0.04%	231
2018 Q2	$491K	Hold	13,489	–	–	0.04%	226
2018 Q1	$475K	Sell	13,489 -1,709	-11%	-$61.9K	0.04%	229
2017 Q4	$528K	Sell	15,198 -474	-3%	-$17.1K	0.05%	215
2017 Q3	$582K	Sell	15,672 -600	-4%	-$21.1K	0.06%	212
2017 Q2	$638K	Buy	16,272 +277	+2%	+$11K	0.06%	205
2017 Q1	$676K	Sell	15,995 -200	-1%	-$8.81K	0.07%	206
2016 Q4	$749K	Sell	16,195 -1,100	-6%	-$46.7K	0.08%	201
2016 Q3	$652K	Buy	17,295 +10,192	+143%	+$390K	0.07%	205
2016 Q2	$266K	Sell	7,103 -2,000	-22%	-$75.4K	0.03%	259
2016 Q1	$334K	Hold	9,103	–	–	0.04%	239
2015 Q4	$337K	Hold	9,103	–	–	0.04%	236
2015 Q3	$346K	Buy	9,103 +3,520	+63%	+$138K	0.04%	237
2015 Q2	$225K	Hold	5,583	–	–	0.03%	286
2015 Q1	$210K	Sell	5,583 -10,187	-65%	-$372K	0.02%	287
2014 Q4	$591K	Hold	15,770	–	–	0.07%	195
2014 Q3	$488K	Hold	15,770	–	–	0.06%	213
2014 Q2	$509K	Hold	15,770	–	–	0.06%	209
2014 Q1	$483K	Buy	15,770 +5,583	+55%	+$167K	0.07%	204
2013 Q4	$320K	Hold	10,187	–	–	0.05%	227
2013 Q3	$295K	Hold	10,187	–	–	0.04%	221
2013 Q2	$269K	Buy	+10,187	New	+$263K	0.04%	222

Other funds holding UBSI

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sandy Spring Bank reduced its United Bankshares (UBSI) stake by 7.6% in Q1 2025, selling an estimated $66.3K and leaving 22,047 shares worth $764K. The position accounts for 0.03% of the portfolio, ranked #251.

Sandy Spring Bank first reported a position in UBSI in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.03M in Q4 2023. 377 funds tracked by Wall St. Rank hold UBSI as of Q1 2025.

Sandy Spring Bank held 22,047 shares of United Bankshares worth $764K as of Q1 2025.
Sandy Spring Bank sold 1,811 United Bankshares shares in Q1 2025, an estimated $66.3K.
United Bankshares made up 0.03% of Sandy Spring Bank's portfolio in Q1 2025, its #251 holding.
Sandy Spring Bank first reported a position in United Bankshares in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's United Bankshares position peaked at $1.03M in Q4 2023.
377 funds tracked by Wall St. Rank held United Bankshares as of Q1 2025.

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