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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.4B
$230,000 0.01% of portfolio
893
Q2 2024 Added 129.56%
$13.3B
$134,000 0.01% of portfolio
2,470
Q2 2024 Added 15.42%
$43.7B
$274,000 0.01% of portfolio
2,043
Q3 2024 Reduced 0.78%
$3.57B
$20,000 0.0% of portfolio
400
Q4 2020 Reduced 3.85%
$0
$6,000 0.0% of portfolio
380
Q3 2024 New
$2.33B
$19,000 0.0% of portfolio
975
Q4 2020 New
$89.9M
$0 0.0% of portfolio
1,050
Q3 2023 New
$1.64B
$0 0.0% of portfolio
1
Q3 2024 New
$1.51B
$1,000 0.0% of portfolio
76
Q3 2024 Reduced 1.3%
$775M
$3,000 0.0% of portfolio
121
Q3 2024 Reduced 1.63%
$13.6B
$2,000 0.0% of portfolio
19
Q1 2023 New
$3.79B
$0 0.0% of portfolio
3
Q3 2024 Reduced 66.67%
$6.93B
$32,000 0.0% of portfolio
2,560
Q4 2024 Added 1,180.0%
$7.27B
$118,000 0.0% of portfolio
1,267
Q4 2024 Reduced 76.41%
$37.6B
$96,000 0.0% of portfolio
722
Q4 2024 Reduced 0.69%
$55.7B
$6,000 0.0% of portfolio
53
Q3 2024 Reduced 32.05%
$2.89B
$60,000 0.0% of portfolio
1,000
Q2 2022 New
$9.01B
$0 0.0% of portfolio
4
Q1 2023 Reduced 97.94%
$9.25B
$4,000 0.0% of portfolio
57
Q4 2024 New
$11.1B
$2,000 0.0% of portfolio
102
Q4 2023 Reduced 50.24%
$6.01B
$23,000 0.0% of portfolio
625
Q4 2024 Added 0.16%
$45.1B
$3,000 0.0% of portfolio
39
Q4 2024 New
$137M
$0 0.0% of portfolio
1
Q4 2024 New
$362B
$57,000 0.0% of portfolio
677
Q4 2024 Reduced 4.38%
$14.5B
$29,000 0.0% of portfolio
143
Q2 2024 Reduced 2.72%
$3.74B
$10,000 0.0% of portfolio
156
Q2 2020 New
$3.64B
$21,000 0.0% of portfolio
586
Q4 2024 New
$52.7B
$110,000 0.0% of portfolio
571
Q4 2024 Added 9.6%
$29.2B
$22,000 0.0% of portfolio
97
Q4 2024 Reduced 8.49%
$222M
$0 0.0% of portfolio
250
Q3 2024 New
$25.7B
$68,000 0.0% of portfolio
773
Q4 2023 Added 96.69%
$7.17B
$3,000 0.0% of portfolio
282
Q2 2024 Added 3.68%
$10.7B
$28,000 0.0% of portfolio
210
Q1 2022 Reduced 32.26%
$60.6B
$8,000 0.0% of portfolio
119
Q4 2024 Added 65.28%
$24.4B
$11,000 0.0% of portfolio
91
Q4 2024 Added 33.82%
$56.1B
$6,000 0.0% of portfolio
12
Q4 2024 New
$120B
$2,000 0.0% of portfolio
46
Q4 2024 Reduced 23.33%
$28.8B
$4,000 0.0% of portfolio
13
Q4 2024 New
$7.76B
$43,000 0.0% of portfolio
2,875
Q3 2024 Reduced 19.45%
$83.6B
$31,000 0.0% of portfolio
87
Q1 2024 New
$6.67B
$13,000 0.0% of portfolio
563
Q2 2024 Added 47.77%
$93.6B
$88,000 0.0% of portfolio
272
Q4 2024 Added 58.14%
$2.06B
$34,000 0.0% of portfolio
2,500
Q1 2023 Added 400.0%
$1.38B
$0 0.0% of portfolio
41
Q2 2024 New
$25.6B
$101,000 0.0% of portfolio
2,013
Q4 2024 Reduced 0.45%
$427M
$1,000 0.0% of portfolio
100
Q4 2024 Added 300.0%
$0
$87,000 0.0% of portfolio
3,997
Q4 2024 Added 11.68%
$1.4B
$3,000 0.0% of portfolio
176
Q3 2024 Added 2.92%
$53.1B
$55,000 0.0% of portfolio
224
Q4 2024 Reduced 13.18%

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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