UCFA
SASR

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

United Capital Financial 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
2023
Q4 		– Sell
-20,363
Closed -$436K – 1131
2023
Q3 		$436K Sell
20,363
-15
-0.1% -$343 ﹤0.01% 665
2023
Q2 		$462K Sell
20,378
-1,956
-9% -$44.9K ﹤0.01% 689
2023
Q1 		$580K Sell
22,334
-3,607
-14% -$116K ﹤0.01% 699
2022
Q4 		$914K Buy
25,941
+368
+1% +$12.9K 0.01% 624
2022
Q3 		$902K Sell
25,573
-8,630
-25% -$340K 0.01% 633
2022
Q2 		$1.34M Buy
34,203
+9
+0% +$368 0.01% 573
2022
Q1 		$1.54M Buy
34,194
+36
+0.1% +$1.7K 0.01% 576
2021
Q4 		$1.64M Buy
34,158
+10
+0% +$484 0.01% 575
2021
Q3 		$1.56M Buy
34,148
+4,561
+15% +$195K 0.01% 573
2021
Q2 		$1.31M Buy
29,587
+5
+0% +$227 0.01% 630
2021
Q1 		$1.28M Buy
29,582
+13,730
+87% +$522K 0.01% 604
2020
Q4 		$510K Buy
15,852
+694
+5% +$19.8K ﹤0.01% 841
2020
Q3 		$350K Buy
15,158
+19
+0.1% +$448 ﹤0.01% 914
2020
Q2 		$375K Buy
+15,139
New +$360K ﹤0.01% 953

Other funds holding SASR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's SASR Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2023, closing a stake of 20,363 shares — an estimated $436K sold.

United Capital Financial Advisors first reported a position in SASR in Q2 2020 and held it in 14 quarters. The position peaked at $1.64M in Q4 2021. 200 funds tracked by Wall St. Rank hold SASR as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,363 Sandy Spring Bancorp Inc shares in Q4 2023, an estimated $436K.
  • United Capital Financial Advisors first reported a position in Sandy Spring Bancorp Inc in Q2 2020 and held it in 14 quarters.
  • United Capital Financial Advisors's Sandy Spring Bancorp Inc position peaked at $1.64M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.