Envestnet Asset Management Inc Sandy Spring Bancorp Inc Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 2024

A detailed history of Envestnet Asset Management Inc transactions in Sandy Spring Bancorp Inc stock. As of the latest transaction made, Envestnet Asset Management Inc holds 17,930 shares of SASR stock, worth $516,742. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,930

Previous 18,230 1.65%

Holding current value

$516,742

Previous $572,000 5.59%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$30.44 - $38.71 $9,132 - $11,613	-300 Reduced 1.65%	17,930 $604,000
Q3 2024 Nov 06, 2024	SELL	$23.54 - $33.51 $24,340 - $34,649	-1,034 Reduced 5.37%	18,230 $572,000
Q2 2024 Aug 08, 2024	BUY	$19.81 - $24.36 $50,297 - $61,850	2,539 Added 15.18%	19,264 $469,000
Q1 2024 May 13, 2024	SELL	$20.6 - $27.36 $5,788 - $7,688	-281 Reduced 1.65%	16,725 $387,000
Q4 2023 Feb 13, 2024	SELL	$19.66 - $27.68 $2,850 - $4,013	-145 Reduced 0.85%	17,006 $463,000
Q3 2023 Nov 13, 2023	BUY	$20.85 - $25.34 $53,605 - $65,149	2,571 Added 17.63%	17,151 $367,000
Q2 2023 Aug 04, 2023	SELL	$19.84 - $25.86 $149,355 - $194,674	-7,528 Reduced 34.05%	14,580 $330,000
Q1 2023 May 11, 2023	BUY	$25.83 - $35.59 $16,195 - $22,314	627 Added 2.92%	22,108 $574,000
Q4 2022 Feb 07, 2023	SELL	$33.16 - $38.54 $25,798 - $29,984	-778 Reduced 3.5%	21,481 $756,000
Q3 2022 Nov 10, 2022	SELL	$35.26 - $42.48 $88,220 - $106,284	-2,502 Reduced 10.1%	22,259 $785,000
Q2 2022 Aug 03, 2022	BUY	$38.22 - $45.18 $458 - $542	12 Added 0.05%	24,761 $967,000
Q1 2022 May 04, 2022	BUY	$43.76 - $51.62 $26,606 - $31,384	608 Added 2.52%	24,749 $1.11 Million
Q4 2021 Feb 04, 2022	BUY	$45.61 - $50.89 $178,563 - $199,234	3,915 Added 19.36%	24,141 $1.16 Million
Q3 2021 Oct 07, 2021	SELL	$40.01 - $46.1 $3,200 - $3,688	-80 Reduced 0.39%	20,226 $927,000
Q2 2021 Aug 04, 2021	SELL	$42.2 - $47.68 $18,019 - $20,359	-427 Reduced 2.06%	20,306 $896,000
Q1 2021 May 04, 2021	BUY	$31.71 - $44.6 $40,588 - $57,088	1,280 Added 6.58%	20,733 $900,000
Q4 2020 Feb 02, 2021	SELL	$23.25 - $32.54 $94,464 - $132,210	-4,063 Reduced 17.28%	19,453 $626,000
Q3 2020 Oct 09, 2020	SELL	$21.32 - $25.65 $4,264 - $5,130	-200 Reduced 0.84%	23,516 $543,000
Q2 2020 Jul 08, 2020	BUY	$20.07 - $29.79 $60,370 - $89,608	3,008 Added 14.53%	23,716 $588,000
Q1 2020 Apr 23, 2020	SELL	$18.64 - $38.25 $11,556 - $23,715	-620 Reduced 2.91%	20,708 $469,000
Q4 2019 Feb 11, 2020	SELL	$32.88 - $38.13 $15,585 - $18,073	-474 Reduced 2.17%	21,328 $808,000
Q3 2019 Oct 17, 2019	BUY	$32.65 - $36.44 $248,825 - $277,709	7,621 Added 53.74%	21,802 $735,000
Q2 2019 Aug 02, 2019	BUY	$31.91 - $35.67 $98,410 - $110,006	3,084 Added 27.79%	14,181 $495,000
Q1 2019 May 10, 2019	BUY	$30.06 - $35.12 $83,747 - $97,844	2,786 Added 33.52%	11,097 $347,000
Q4 2018 Feb 13, 2019	BUY	$30.28 - $39.24 $251,657 - $326,123	8,311 New	8,311 $260,000

Others Institutions Holding SASR

# of Institutions

241

Shares Held

32.2M

Call Options Held

Put Options Held

100

View Full List

About SANDY SPRING BANCORP INC

Ticker SASR
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 44,644,300
Market Cap $1.29B
Description
Sandy Spring Bancorp, Inc. operates as the bank holding company for Sandy Spring Bank that provides commercial and retail banking, mortgage, private banking, and trust services to individuals and businesses. It operates through three segments: Community Banking, Insurance, and Investment Management. The Community Banking segment offers financial...

More about SASR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Account

Envestnet Asset Management Inc Sandy Spring Bancorp Inc Transaction History