Sandy Spring Bank Portfolio Holdings

Sandy Spring Bank

  • $2.42 Billion
  • Q4 2024

Sandy Spring Bank has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 1977 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $153M, Ishares Core S&P 500 ETF with a value of $139M, Apple Inc. with a value of $120M, Nvidia Corp with a value of $96.1M, and Microsoft Corp with a value of $87.7M.

Examining the 13F form we can see an increase of $24.5M in the current position value, from $2.4B to 2.42B. Also it can be appreciated an additional of 110 stocks purchases and 1 closed positions.

Below you can find more details about Sandy Spring Bank portfolio as well as his latest detailed transactions.

Portfolio value $2.42 Billion
ETFs: $996 Million
Technology: $459 Million
Financial Services: $230 Million
Consumer Cyclical: $155 Million
Healthcare: $153 Million
Communication Services: $118 Million
Industrials: $110 Million
Consumer Defensive: $88.5 Million
Other: $99.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$153 Million 6.31% of portfolio
2,451,890
Q4 2024 Added 0.39%
$0
$139 Million 5.76% of portfolio
236,780
Q4 2024 Added 1.4%
$3.81T
$120 Million 4.96% of portfolio
479,709
Q4 2024 Added 1.87%
$299B
$96.1 Million 3.97% of portfolio
715,361
Q4 2024 Reduced 0.93%
$2.93T
$87.7 Million 3.62% of portfolio
208,119
Q4 2024 Reduced 0.83%
$0
$77.8 Million 3.21% of portfolio
675,016
Q4 2024 Added 2.7%
$0
$64 Million 2.64% of portfolio
109,160
Q4 2024 Added 0.15%
$2.13T
$57.2 Million 2.36% of portfolio
260,541
Q4 2024 Added 0.53%
$0
$53 Million 2.19% of portfolio
93,059
Q4 2024 Reduced 1.13%
$654B
$42.3 Million 1.75% of portfolio
93,418
Q4 2024 Added 2.03%
$0
$42.3 Million 1.75% of portfolio
734,893
Q4 2024 Added 10.74%
$760B
$40.3 Million 1.67% of portfolio
168,261
Q4 2024 Added 2.13%
$1.04T
$39.5 Million 1.63% of portfolio
207,514
Q4 2024 Added 0.31%
$0
$33.7 Million 1.39% of portfolio
363,711
Q4 2024 Reduced 0.88%
$0
$32.5 Million 1.34% of portfolio
233,511
Q4 2024 Reduced 4.54%
$0
$26.8 Million 1.11% of portfolio
525,366
Q4 2024 Reduced 9.91%
$0
$24.4 Million 1.01% of portfolio
656,285
Q4 2024 Added 53.71%
$56.1B
$24.3 Million 1.0% of portfolio
133,492
Q4 2024 Added 105.24%
$1.48T
$23.9 Million 0.99% of portfolio
40,561
Q4 2024 Added 2.72%
$539B
$23.7 Million 0.98% of portfolio
44,959
Q4 2024 Reduced 2.52%
$263B
$23.7 Million 0.98% of portfolio
262,708
Q4 2024 Reduced 4.6%
$0
$23.5 Million 0.97% of portfolio
490,542
Q4 2024 Added 0.05%
$452B
$19.7 Million 0.81% of portfolio
21,472
Q4 2024 Added 0.83%
$192B
$19 Million 0.79% of portfolio
164,533
Q4 2024 Added 1.2%
$400B
$18.9 Million 0.78% of portfolio
48,677
Q4 2024 Reduced 2.77%
$228B
$18.5 Million 0.76% of portfolio
63,861
Q4 2024 Reduced 0.5%
$150B
$17.5 Million 0.72% of portfolio
76,277
Q4 2024 Reduced 2.31%
$112B
$16.7 Million 0.69% of portfolio
96,629
Q4 2024 Added 0.36%
$860B
$16.2 Million 0.67% of portfolio
21,004
Q4 2024 Added 9.68%
$208B
$15.7 Million 0.65% of portfolio
27,478
Q4 2024 Reduced 1.17%
$205B
$15.4 Million 0.64% of portfolio
29,604
Q4 2024 Added 0.04%
$0
$15.5 Million 0.64% of portfolio
150,111
Q4 2024 Added 13.49%
$0
$15.3 Million 0.63% of portfolio
168,479
Q4 2024 Added 50.7%
$225B
$15.1 Million 0.62% of portfolio
42,878
Q4 2024 Reduced 1.73%
$220B
$15 Million 0.62% of portfolio
50,705
Q4 2024 Reduced 2.28%
$428B
$15.1 Million 0.62% of portfolio
104,587
Q4 2024 Reduced 0.33%
$0
$14.4 Million 0.59% of portfolio
258,606
Q4 2024 Added 2.98%
$152B
$13.8 Million 0.57% of portfolio
55,872
Q4 2024 Reduced 1.17%
$136B
$13.9 Million 0.57% of portfolio
193,331
Q4 2024 Added 3.34%
$582B
$13.9 Million 0.57% of portfolio
43,900
Q4 2024 Reduced 2.17%
$0
$13.5 Million 0.56% of portfolio
329,087
Q4 2024 Reduced 0.04%
$0
$13.5 Million 0.56% of portfolio
32,841
Q4 2024 Added 2.61%
$444B
$12.9 Million 0.53% of portfolio
77,203
Q4 2024 Reduced 3.86%
$116B
$12.6 Million 0.52% of portfolio
37,835
Q4 2024 Added 4.23%
$143B
$12.5 Million 0.52% of portfolio
103,386
Q4 2024 Reduced 1.83%
$238B
$12 Million 0.5% of portfolio
106,328
Q4 2024 Reduced 3.34%
$295B
$12 Million 0.49% of portfolio
35,830
Q4 2024 Reduced 3.92%
$459B
$11.6 Million 0.48% of portfolio
107,531
Q4 2024 Added 1.62%
$90B
$11.6 Million 0.48% of portfolio
41,631
Q4 2024 Reduced 0.42%

Summary

  • Portfolio
  • No. of Stocks 1,977
  • Current Value $2.42 Billion
  • Prior Value $2.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 110 stocks
  • Additional Purchases 290 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 315 stocks
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