VIA
SASR

Virtus Investment Advisers’s Sandy Spring Bancorp Inc SASR Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-7,980
Closed -$281K – 345
2022
Q4 		$281K Hold
7,980
– – 0.19% 155
2022
Q3 		$281K Buy
+7,980
New +$315K 0.13% 159

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtus Investment Advisers's SASR Position: Q1 2023 in Review

Virtus Investment Advisers sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2023, closing a stake of 7,980 shares — an estimated $281K sold.

Virtus Investment Advisers first reported a position in SASR in Q3 2022 and held it in 2 quarters. The position peaked at $281K in Q4 2022. 192 funds tracked by Wall St. Rank hold SASR as of Q1 2023.

  • Virtus Investment Advisers reported no remaining Sandy Spring Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 7,980 Sandy Spring Bancorp Inc shares in Q1 2023, an estimated $281K.
  • Virtus Investment Advisers first reported a position in Sandy Spring Bancorp Inc in Q3 2022 and held it in 2 quarters.
  • Virtus Investment Advisers's Sandy Spring Bancorp Inc position peaked at $281K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2023.

Based on Virtus Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.