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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$299M
$9.09 Million 0.38% of portfolio
573,502
Q4 2024 Reduced 1.72%
$121M
$228,000 0.01% of portfolio
12,600
Q1 2022 Reduced 4.0%
$89.9M
$0 0.0% of portfolio
1,050
Q3 2023 New
$137M
$0 0.0% of portfolio
1
Q4 2024 New
$222M
$0 0.0% of portfolio
250
Q3 2024 New
$51.4M
$0 0.0% of portfolio
100
Q4 2020 New
$221M
$1,000 0.0% of portfolio
975
Q4 2024 Added 786.36%
$241M
$73,000 0.0% of portfolio
1,500
Q3 2022 New
$180M
$6,000 0.0% of portfolio
2,800
Q2 2024 Added 100.0%
$184M
$1,000 0.0% of portfolio
300
Q3 2022 New
$149M
$5,000 0.0% of portfolio
5,549
Q2 2024 New
$70.5M
$1,000 0.0% of portfolio
600
Q1 2024 New
$257M
$67,000 0.0% of portfolio
3,375
Q2 2023 New
$112M
$35,000 0.0% of portfolio
4,800
Q4 2024 Added 0.5%
$150M
$0 0.0% of portfolio
400
Q2 2024 New
$90.6M
$0 0.0% of portfolio
345
Q3 2022 Added 72.5%
$199M
$90,000 0.0% of portfolio
26,454
Q3 2022 New
$155M
$0 0.0% of portfolio
0
Q4 2024 New

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
Track This Portfolio

Track Sandy Spring Bank Portfolio

Follow Sandy Spring Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sandy Spring Bank, based on Form 13F filings with the SEC.

News

Stay updated on Sandy Spring Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email