UBS AM
SASR

UBS AM’s Sandy Spring Bancorp Inc SASR Stock Holding History

UBS AM’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
Q2 		– Sell
-115,176
Closed -$3.22M – 2746
2025
Q1 		$3.22M Buy
115,176
+3,646
+3% +$116K ﹤0.01% 1782
2024
Q4 		$3.76M Buy
111,530
+13,537
+14% +$472K ﹤0.01% 1749
2024
Q3 		$3.07M Sell
97,993
-1,107
-1% -$32.7K ﹤0.01% 1808
2024
Q2 		$2.41M Buy
99,100
+41,031
+71% +$911K ﹤0.01% 1900
2024
Q1 		$1.35M Buy
58,069
+5,870
+11% +$138K ﹤0.01% 1867
2023
Q4 		$1.42M Buy
52,199
+704
+1% +$15.9K ﹤0.01% 1844
2023
Q3 		$1.1M Buy
51,495
+4,260
+9% +$97.3K ﹤0.01% 1909
2023
Q2 		$1.23M Hold
47,235
– – ﹤0.01% 1909
2023
Q1 		$1.23M Buy
47,235
+367
+0.8% +$11.8K ﹤0.01% 1909
2022
Q4 		$1.65M Buy
46,868
+4,591
+11% +$161K ﹤0.01% 1618
2022
Q3 		$1.49M Sell
42,277
-527
-1% -$20.8K ﹤0.01% 1749
2022
Q2 		$1.67M Sell
42,804
-10,130
-19% -$414K ﹤0.01% 1699
2022
Q1 		$2.38M Buy
52,934
+5,252
+11% +$248K ﹤0.01% 1715
2021
Q4 		$2.29M Buy
47,682
+11,368
+31% +$550K ﹤0.01% 1804
2021
Q3 		$1.66M Buy
36,314
+1,943
+6% +$83.2K ﹤0.01% 1913
2021
Q2 		$1.52M Sell
34,371
-255
-0.7% -$11.6K ﹤0.01% 1981
2021
Q1 		$1.5M Hold
34,626
– – ﹤0.01% 1881
2020
Q4 		$1.11M Hold
34,626
– – ﹤0.01% 1936
2020
Q3 		$799K Hold
34,626
– – ﹤0.01% 1937
2020
Q2 		$858K Buy
34,626
+6,703
+24% +$159K ﹤0.01% 1870
2020
Q1 		$632K Sell
27,923
-1,014
-4% -$32.3K ﹤0.01% 1882
2019
Q4 		$1.1M Buy
28,937
+132
+0.5% +$4.65K ﹤0.01% 1873
2019
Q3 		$971K Buy
28,805
+4,519
+19% +$157K ﹤0.01% 1967
2019
Q2 		$847K Buy
24,286
+2,900
+14% +$97.5K ﹤0.01% 1967
2019
Q1 		$669K Buy
21,386
+8,086
+61% +$267K ﹤0.01% 1990
2018
Q4 		$417K Sell
13,300
-5,095
-28% -$180K ﹤0.01% 2066
2018
Q3 		$723K Buy
18,395
+700
+4% +$28K ﹤0.01% 1931
2018
Q2 		$726K Buy
17,695
+5,095
+40% +$208K ﹤0.01% 1936
2018
Q1 		$488K Buy
12,600
+6,000
+91% +$234K ﹤0.01% 2046
2017
Q4 		$258K Hold
6,600
– – ﹤0.01% 2183
2017
Q3 		$274K Hold
6,600
– – ﹤0.01% 2119
2017
Q2 		$268K Buy
+6,600
New +$269K ﹤0.01% 2084
2016
Q4 		– Sell
-8,835
Closed -$270K – 2685
2016
Q3 		$270K Hold
8,835
– – ﹤0.01% 2321
2016
Q2 		$257K Hold
8,835
– – ﹤0.01% 2301
2016
Q1 		$246K Buy
+8,835
New +$234K ﹤0.01% 2321

Other funds holding SASR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS AM's SASR Position: Q2 2025 in Review

UBS AM sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 115,176 shares — an estimated $3.22M sold.

UBS AM first reported a position in SASR in Q1 2016 and held it in 35 quarters. The position peaked at $3.76M in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

  • UBS AM reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
  • UBS AM sold 115,176 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $3.22M.
  • UBS AM first reported a position in Sandy Spring Bancorp Inc in Q1 2016 and held it in 35 quarters.
  • UBS AM's Sandy Spring Bancorp Inc position peaked at $3.76M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on UBS AM's 13F filing for Q2 2025, filed 14 Aug 2025.