Stieven Capital Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Stieven Capital Advisors’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	-365,391	Closed	-$12.3M	–	52
2024 Q4	$12.3M	Buy	365,391 +209,000	+134%	+$7.29M	2.19%	19
2024 Q3	$4.91M	Buy	+156,391	New	+$4.62M	0.93%	37
2019 Q1	–	Sell	-374,791	Closed	-$11.7M	–	66
2018 Q4	$11.7M	Sell	374,791 -500	-0.1%	-$17.6K	2.27%	13
2018 Q3	$14.8M	Buy	375,291 +1,000	+0.3%	+$39.9K	2.31%	16
2018 Q2	$15.3M	Buy	374,291 +7,811	+2%	+$320K	2.24%	16
2018 Q1	$14.2M	Buy	+366,480	New	+$14.3M	2.26%	15

Other funds holding SASR

BlackRock New York $6.73T AUM 46.02% 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

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 New York $240B AUM 35.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stieven Capital Advisors's SASR Position: Q1 2025 in Review

Stieven Capital Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 365,391 shares — an estimated $12.3M sold.

Stieven Capital Advisors first reported a position in SASR in Q1 2018 and held it in 6 quarters. The position peaked at $15.3M in Q2 2018. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

Stieven Capital Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
Stieven Capital Advisors sold 365,391 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $12.3M.
Stieven Capital Advisors first reported a position in Sandy Spring Bancorp Inc in Q1 2018 and held it in 6 quarters.
Stieven Capital Advisors's Sandy Spring Bancorp Inc position peaked at $15.3M in Q2 2018.
215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Stieven Capital Advisors's 13F filing for Q1 2025, filed 1 May 2025.