SSB
ULY

Sandy Spring Bank’s Urgent.ly ULY Stock Holding History

Sandy Spring Bank’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-478
Closed -$2.93K – 1307
2024
Q4 		$2.93K Hold
478
– – ﹤0.01% 1020
2024
Q3 		$3.9K Hold
478
– – ﹤0.01% 980
2024
Q2 		$9.87K Buy
+478
New +$10.6K ﹤0.01% 876

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sandy Spring Bank sold out of Urgent.ly (ULY) in Q1 2025, closing a stake of 478 shares — an estimated $2.93K sold.

Sandy Spring Bank first reported a position in ULY in Q2 2024 and held it in 3 quarters. The position peaked at $9.87K in Q2 2024. 21 funds tracked by Wall St. Rank hold ULY as of Q1 2025.

  • Sandy Spring Bank reported no remaining Urgent.ly position as of Q1 2025 after selling out during the quarter.
  • Sandy Spring Bank sold 478 Urgent.ly shares in Q1 2025, an estimated $2.93K.
  • Sandy Spring Bank first reported a position in Urgent.ly in Q2 2024 and held it in 3 quarters.
  • Sandy Spring Bank's Urgent.ly position peaked at $9.87K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2025.

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