SFG
SASR

Steward Financial Group’s Sandy Spring Bancorp Inc SASR Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+11
New +$251 ﹤0.01% 1604
2022
Q3 		– Sell
-8
Closed – – 1393
2022
Q2 		$0 Buy
+8
New +$327 ﹤0.01% 1445

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Steward Financial Group's SASR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Sandy Spring Bancorp Inc (SASR) in Q3 2023: 11 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1604 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SASR as recently as Q2 2022.

Steward Financial Group first reported a position in SASR in Q2 2022 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold SASR as of Q3 2023.

  • Steward Financial Group held 11 shares of Sandy Spring Bancorp Inc worth $0 as of Q3 2023.
  • Sandy Spring Bancorp Inc was a new Steward Financial Group position in Q3 2023.
  • Sandy Spring Bancorp Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1604 holding.
  • Steward Financial Group first reported a position in Sandy Spring Bancorp Inc in Q2 2022 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.