Sandy Spring Bank has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.18 Billion distributed in 1994 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 $144M, Ishares Core S&P 500 ETF with a value of $116M, Microsoft Corp with a value of $89.8M, Apple Inc. with a value of $82.6M, and Ishares Core S&P Sm Cap ETF with a value of $71.1M.

Examining the 13F form we can see an increase of $184M in the current position value, from $1.99B to 2.18B.

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

Portfolio value $2.18 Billion
ETFs: $886 Million
Technology: $381 Million
Financial Services: $195 Million
Healthcare: $175 Million
Consumer Cyclical: $143 Million
Communication Services: $105 Million
Industrials: $101 Million
Consumer Defensive: $89.4 Million
Other: $94.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,994
  • Current Value $2.18 Billion
  • Prior Value $1.99 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 138 stocks
  • Additional Purchases 332 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 283 stocks
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