Sandy Spring Bank’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100	Closed	-$3K	–	1225
2022 Q3	$3K	Sell	100 -55	-35%	-$1.91K	﹤0.01%	1014
2022 Q2	$5K	Sell	155 -350	-69%	-$14.1K	﹤0.01%	957
2022 Q1	$25K	Sell	505 -448	-47%	-$24.1K	﹤0.01%	666
2021 Q4	$61K	Buy	953 +883	+1,261%	+$63.6K	﹤0.01%	537
2021 Q3	$6K	Buy	+70	New	+$7.08K	﹤0.01%	956
2021 Q1	–	Sell	-10	Closed	-$1K	–	1054
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	946
2020 Q3	$1K	Buy	+10	New	+$781	﹤0.01%	908
2015 Q4	–	Sell	-850	Closed	-$23K	–	992
2015 Q3	$23K	Buy	+850	New	+$22.2K	﹤0.01%	547

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Consolidated Press International Holdings Sydney, Australia $631K AUM

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return