SIC
SASR

SJS Investment Consulting’s Sandy Spring Bancorp Inc SASR Stock Holding History

SJS Investment Consulting’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
2023
Q4 		– Sell
-1
Closed -$22 – 1665
2023
Q3 		$22 Sell
1
-6
-86% -$137 ﹤0.01% 1614
2023
Q2 		$159 Hold
7
– – ﹤0.01% 1450
2023
Q1 		$182 Hold
7
– – ﹤0.01% 1380
2022
Q4 		$247 Buy
7
+2
+40% +$70 ﹤0.01% 1379
2022
Q3 		$0 Buy
+5
New +$197 ﹤0.01% 1631
2022
Q1 		$0 Buy
+1
New +$47 ﹤0.01% 1429

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SJS Investment Consulting's SASR Position: Q4 2023 in Review

SJS Investment Consulting sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2023, closing a stake of 1 share — an estimated $22 sold.

SJS Investment Consulting first reported a position in SASR in Q1 2022 and held it in 6 quarters. The position peaked at $247 in Q4 2022. 200 funds tracked by Wall St. Rank hold SASR as of Q4 2023.

  • SJS Investment Consulting reported no remaining Sandy Spring Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 1 Sandy Spring Bancorp Inc share in Q4 2023, an estimated $22.
  • SJS Investment Consulting first reported a position in Sandy Spring Bancorp Inc in Q1 2022 and held it in 6 quarters.
  • SJS Investment Consulting's Sandy Spring Bancorp Inc position peaked at $247 in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2023.

Based on SJS Investment Consulting's 13F filing for Q4 2023, filed 16 Jan 2024.