Toth Financial Advisory’s Sandy Spring Bancorp Inc SASR Stock Holding History

Toth Financial Advisory’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
2020 Q3	–	Sell	-120	Closed	-$3K	–	619
2020 Q2	$3K	Sell	120 -1,300	-92%	-$30.9K	﹤0.01%	454
2020 Q1	$32K	Sell	1,420 -1,520	-52%	-$48.4K	0.01%	203
2019 Q4	$111K	Sell	2,940 -1,000	-25%	-$35.3K	0.02%	175
2019 Q3	$133K	Hold	3,940	–	–	0.03%	181
2019 Q2	$137K	Sell	3,940 -1,000	-20%	-$33.6K	0.03%	174
2019 Q1	$155K	Hold	4,940	–	–	0.04%	160
2018 Q4	$155K	Hold	4,940	–	–	0.04%	136
2018 Q3	$194K	Hold	4,940	–	–	0.04%	155
2018 Q2	$203K	Hold	4,940	–	–	0.05%	150
2018 Q1	$191K	Buy	+4,940	New	+$193K	0.05%	151

Other funds holding SASR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Toth Financial Advisory's SASR Position: Q3 2020 in Review

Toth Financial Advisory sold out of Sandy Spring Bancorp Inc (SASR) in Q3 2020, closing a stake of 120 shares — an estimated $3K sold.

Toth Financial Advisory first reported a position in SASR in Q1 2018 and held it in 10 quarters. The position peaked at $203K in Q2 2018. 156 funds tracked by Wall St. Rank hold SASR as of Q3 2020.

Toth Financial Advisory reported no remaining Sandy Spring Bancorp Inc position as of Q3 2020 after selling out during the quarter.
Toth Financial Advisory sold 120 Sandy Spring Bancorp Inc shares in Q3 2020, an estimated $3K.
Toth Financial Advisory first reported a position in Sandy Spring Bancorp Inc in Q1 2018 and held it in 10 quarters.
Toth Financial Advisory's Sandy Spring Bancorp Inc position peaked at $203K in Q2 2018.
156 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.