Strategic Wealth Management Group’s Sandy Spring Bancorp Inc SASR Stock Holding History

Strategic Wealth 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
2021 Q2	$1M	Buy	22,714 +443	+2%	+$20.1K	0.37%	39
2021 Q1	$967K	Hold	22,271	–	–	0.37%	36
2020 Q4	$717K	Hold	22,271	–	–	0.31%	44
2020 Q3	$514K	Hold	22,271	–	–	0.25%	54
2020 Q2	$552K	Buy	22,271 +8,779	+65%	+$209K	0.33%	43
2020 Q1	$305K	Hold	13,492	–	–	0.23%	56
2019 Q4	$511K	Hold	13,492	–	–	0.33%	43
2019 Q3	$455K	Buy	13,492 +128	+1%	+$4.44K	0.33%	43
2019 Q2	$466K	Hold	13,364	–	–	0.35%	41
2019 Q1	$418K	Hold	13,364	–	–	0.34%	44
2018 Q4	$419K	Buy	+13,364	New	+$472K	0.4%	43

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

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

Strategic Wealth Management Group's SASR Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Sandy Spring Bancorp Inc (SASR) stake by 2% in Q2 2021, buying an estimated $20.1K and bringing the position to 22,714 shares worth $1M. The position accounts for 0.37% of the portfolio, ranked #39.

Strategic Wealth Management Group first reported a position in SASR in Q4 2018 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold SASR as of Q2 2021.

Strategic Wealth Management Group held 22,714 shares of Sandy Spring Bancorp Inc worth $1M as of Q2 2021.
Strategic Wealth Management Group bought 443 Sandy Spring Bancorp Inc shares in Q2 2021, an estimated $20.1K.
Sandy Spring Bancorp Inc made up 0.37% of Strategic Wealth Management Group's portfolio in Q2 2021, its #39 holding.
Strategic Wealth Management Group first reported a position in Sandy Spring Bancorp Inc in Q4 2018 and has held it in 11 quarters since.
196 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.