TFF
SASR

The Family Firm’s Sandy Spring Bancorp Inc SASR Stock Holding History

The Family Firm’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
-6,045
Closed -$204K – 220
2024
Q4 		$204K Buy
+6,045
New +$211K 0.05% 208
2024
Q3 		– Sell
-5,922
Closed -$144K – 882
2024
Q2 		$144K Buy
+5,922
New +$131K 0.03% 240
2023
Q1 		– Sell
-7,387
Closed -$260K – 185
2022
Q4 		$260K Buy
7,387
+73
+1% +$2.56K 0.08% 155
2022
Q3 		$258K Buy
7,314
+59
+0.8% +$2.33K 0.08% 150
2022
Q2 		$283K Buy
7,255
+62
+0.9% +$2.54K 0.08% 150
2022
Q1 		$323K Buy
7,193
+53
+0.7% +$2.5K 0.08% 137
2021
Q4 		$343K Buy
7,140
+45
+0.6% +$2.18K 0.09% 130
2021
Q3 		$343K Buy
7,095
+54
+0.8% +$2.31K 0.09% 130
2021
Q2 		$311K Buy
7,041
+49
+0.7% +$2.22K 0.08% 132
2021
Q1 		$304K Buy
6,992
+56
+0.8% +$2.13K 0.09% 129
2020
Q4 		$247K Buy
+6,936
New +$198K 0.07% 145

Other funds holding SASR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

The Family Firm's SASR Position: Q1 2025 in Review

The Family Firm sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 6,045 shares — an estimated $204K sold.

The Family Firm first reported a position in SASR in Q4 2020 and held it in 11 quarters. The position peaked at $343K in Q4 2021. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • The Family Firm reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • The Family Firm sold 6,045 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $204K.
  • The Family Firm first reported a position in Sandy Spring Bancorp Inc in Q4 2020 and held it in 11 quarters.
  • The Family Firm's Sandy Spring Bancorp Inc position peaked at $343K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on The Family Firm's 13F filing for Q1 2025, filed 1 May 2025.