SEI Investments
SASR

SEI Investments’s Sandy Spring Bancorp Inc SASR Stock Holding History

SEI Investments’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
2025
Q1 		– Sell
-18,546
Closed -$625K – 2855
2024
Q4 		$625K Sell
18,546
-30,266
-62% -$1.06M ﹤0.01% 2109
2024
Q3 		$1.53M Sell
48,812
-14,762
-23% -$436K ﹤0.01% 1794
2024
Q2 		$1.55M Buy
63,574
+42,290
+199% +$939K ﹤0.01% 1742
2024
Q1 		$493K Buy
21,284
+4,500
+27% +$106K ﹤0.01% 2117
2023
Q4 		$457K Buy
16,784
+24
+0.1% +$542 ﹤0.01% 2143
2023
Q3 		$359K Sell
16,760
-3,281
-16% -$75K ﹤0.01% 2236
2023
Q2 		$455K Buy
20,041
+4,289
+27% +$98.4K ﹤0.01% 2172
2023
Q1 		$409K Buy
15,752
+3,976
+34% +$128K ﹤0.01% 2212
2022
Q4 		$415K Buy
+11,776
New +$413K ﹤0.01% 2088
2022
Q1 		– Sell
-44,662
Closed -$2.15M – 2676
2021
Q4 		$2.15M Sell
44,662
-7,538
-14% -$365K ﹤0.01% 1557
2021
Q3 		$2.39M Sell
52,200
-5,220
-9% -$224K 0.01% 1434
2021
Q2 		$2.53M Sell
57,420
-5,725
-9% -$260K 0.01% 1412
2021
Q1 		$2.74M Buy
63,145
+11,152
+21% +$424K 0.01% 1323
2020
Q4 		$1.67M Buy
51,993
+5,425
+12% +$155K ﹤0.01% 1468
2020
Q3 		$1.07M Sell
46,568
-21,711
-32% -$512K ﹤0.01% 1566
2020
Q2 		$1.69M Buy
68,279
+55,363
+429% +$1.32M 0.01% 1337
2020
Q1 		$292K Hold
12,916
– – ﹤0.01% 1954
2019
Q4 		$489K Hold
12,916
– – ﹤0.01% 1934
2019
Q3 		$435K Hold
12,916
– – ﹤0.01% 1958
2019
Q2 		$451K Sell
12,916
-16,576
-56% -$558K ﹤0.01% 1932
2019
Q1 		$923K Buy
29,492
+6,316
+27% +$209K ﹤0.01% 1622
2018
Q4 		$911K Hold
23,176
– – ﹤0.01% 1553
2018
Q3 		$911K Buy
+23,176
New +$925K ﹤0.01% 1485
2018
Q1 		– Sell
-105
Closed -$4K – 3703
2017
Q4 		$4K Buy
105
+25
+31% +$1K ﹤0.01% 3000
2017
Q3 		$3K Buy
+80
New +$3.15K ﹤0.01% 2945

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SEI Investments's SASR Position: Q1 2025 in Review

SEI Investments sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 18,546 shares — an estimated $625K sold.

SEI Investments first reported a position in SASR in Q3 2017 and held it in 25 quarters. The position peaked at $2.74M in Q1 2021. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • SEI Investments reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • SEI Investments sold 18,546 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $625K.
  • SEI Investments first reported a position in Sandy Spring Bancorp Inc in Q3 2017 and held it in 25 quarters.
  • SEI Investments's Sandy Spring Bancorp Inc position peaked at $2.74M in Q1 2021.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on SEI Investments's 13F filing for Q1 2025, filed 13 May 2025.