Schroder Investment Management Group’s Sandy Spring Bancorp Inc SASR Stock Holding History

Schroder Investment Management Group’s Portfolio SASR Stock Details SASR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,562	Closed	-$123K	–	1620
2021 Q4	$123K	Hold	2,562	–	–	﹤0.01%	1284
2021 Q3	$117K	Hold	2,562	–	–	﹤0.01%	1387
2021 Q2	$113K	Buy	+2,562	New	+$116K	﹤0.01%	1413
2021 Q1	–	Sell	-1,177	Closed	-$38K	–	1625
2020 Q4	$38K	Buy	+1,177	New	+$33.6K	﹤0.01%	1402
2018 Q1	–	Sell	-11,009	Closed	-$430K	–	1355
2017 Q4	$430K	Buy	11,009 +2,406	+28%	+$96.6K	﹤0.01%	1118
2017 Q3	$356K	Sell	8,603 -6,368	-43%	-$250K	﹤0.01%	1125
2017 Q2	$612K	Buy	14,971 +6,763	+82%	+$276K	﹤0.01%	1049
2017 Q1	$339K	Buy	8,208 +2,025	+33%	+$83.8K	﹤0.01%	1062
2016 Q4	$247K	Buy	+6,183	New	+$214K	﹤0.01%	1019
2014 Q4	–	Sell	-1,100	Closed	-$25.2K	–	1498
2014 Q3	$25.2K	Sell	1,100 -2,800	-72%	-$66.9K	﹤0.01%	1321
2014 Q2	$97.1K	Hold	3,900	–	–	﹤0.01%	1195
2014 Q1	$97.4K	Buy	+3,900	New	+$98.3K	﹤0.01%	1231

Other funds holding SASR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Schroder Investment Management Group's SASR Position: Q1 2022 in Review

Schroder Investment Management Group sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2022, closing a stake of 2,562 shares — an estimated $123K sold.

Schroder Investment Management Group first reported a position in SASR in Q1 2014 and held it in 12 quarters. The position peaked at $612K in Q2 2017. 198 funds tracked by Wall St. Rank hold SASR as of Q1 2022.

Schroder Investment Management Group reported no remaining Sandy Spring Bancorp Inc position as of Q1 2022 after selling out during the quarter.
Schroder Investment Management Group sold 2,562 Sandy Spring Bancorp Inc shares in Q1 2022, an estimated $123K.
Schroder Investment Management Group first reported a position in Sandy Spring Bancorp Inc in Q1 2014 and held it in 12 quarters.
Schroder Investment Management Group's Sandy Spring Bancorp Inc position peaked at $612K in Q2 2017.
198 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2022.

Based on Schroder Investment Management Group's 13F filing for Q1 2022, filed 16 May 2022.