Sandy Spring Bank’s John Wiley & Sons Class A WLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-414	Closed	-$22K	–	1173
2021 Q1	$22K	Hold	414	–	–	﹤0.01%	669
2020 Q4	$19K	Hold	414	–	–	﹤0.01%	651
2020 Q3	$13K	Hold	414	–	–	﹤0.01%	650
2020 Q2	$16K	Hold	414	–	–	﹤0.01%	635
2020 Q1	$16K	Hold	414	–	–	﹤0.01%	609
2019 Q4	$20K	Hold	414	–	–	﹤0.01%	619
2019 Q3	$18K	Hold	414	–	–	﹤0.01%	644
2019 Q2	$19K	Buy	414 +399	+2,660%	+$18.1K	﹤0.01%	624
2019 Q1	$1K	Buy	+15	New	+$736	﹤0.01%	769

Other funds holding WLY

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

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Sandy Spring Bank's WLY Position: Q2 2021 in Review

Sandy Spring Bank sold out of John Wiley & Sons Class A (WLY) in Q2 2021, closing a stake of 414 shares — an estimated $22K sold.

Sandy Spring Bank first reported a position in WLY in Q1 2019 and held it in 9 quarters. The position peaked at $22K in Q1 2021. 234 funds tracked by Wall St. Rank hold WLY as of Q2 2021.

Sandy Spring Bank reported no remaining John Wiley & Sons Class A position as of Q2 2021 after selling out during the quarter.
Sandy Spring Bank sold 414 John Wiley & Sons Class A shares in Q2 2021, an estimated $22K.
Sandy Spring Bank first reported a position in John Wiley & Sons Class A in Q1 2019 and held it in 9 quarters.
Sandy Spring Bank's John Wiley & Sons Class A position peaked at $22K in Q1 2021.
234 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2021.

Based on Sandy Spring Bank's 13F filing for Q2 2021, filed 9 Aug 2021.