Sandy Spring Bank’s Vertiv VRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.88M	Buy	26,021 +6,984	+37%	+$743K	0.08%	178
2024 Q4	$2.16M	Buy	19,037 +5,264	+38%	+$625K	0.09%	169
2024 Q3	$1.37M	Buy	13,773 +10,781	+360%	+$894K	0.06%	199
2024 Q2	$259K	Buy	2,992 +2,797	+1,434%	+$255K	0.01%	342
2024 Q1	$15.9K	Hold	195	–	–	﹤0.01%	776
2023 Q4	$9.37K	Buy	+195	New	+$8.3K	﹤0.01%	830
2023 Q3	–	Sell	-405	Closed	-$10K	–	1278
2023 Q2	$10K	Hold	405	–	–	﹤0.01%	840
2023 Q1	$5.8K	Buy	+405	New	+$5.95K	﹤0.01%	913

Other funds holding VRT

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Sandy Spring Bank increased its Vertiv (VRT) stake by 37% in Q1 2025, buying an estimated $743K and bringing the position to 26,021 shares worth $1.88M. The position accounts for 0.08% of the portfolio, ranked #178.

Sandy Spring Bank first reported a position in VRT in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.16M in Q4 2024. 1,147 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

Sandy Spring Bank held 26,021 shares of Vertiv worth $1.88M as of Q1 2025.
Sandy Spring Bank bought 6,984 Vertiv shares in Q1 2025, an estimated $743K.
Vertiv made up 0.08% of Sandy Spring Bank's portfolio in Q1 2025, its #178 holding.
Sandy Spring Bank first reported a position in Vertiv in Q1 2023 and has held it in 8 quarters since.
Sandy Spring Bank's Vertiv position peaked at $2.16M in Q4 2024.
1,147 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

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