Sandy Spring Bank Reduced Holdings in Q4 2024

Sandy Spring Bank

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBB
Ishares Biotechnology ETF

ETFs
-475
- 2.57%
$131.21 - $148.85 $62.3K - $70.7K
18K $2.38M
NVS
Novartis Ag

Healthcare
-684
- 5.28%
$96.78 - $117.18 $66.2K - $80.2K
12.3K $1.19M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.43K
- 18.7%
$72.97 - $96.75 $104K - $138K
6.2K $460K
AFL
Aflac Inc

Financial Services
-699
- 3.0%
$100.37 - $115.27 $70.2K - $80.6K
22.6K $2.33M
DD
Du Pont De Nemours, Inc.

Basic Materials
-312
- 1.65%
$75.95 - $88.05 $23.7K - $27.5K
18.6K $1.42M
DEO
Diageo PLC

Consumer Defensive
-1.08K
- 11.07%
$118.0 - $139.88 $127K - $151K
8.66K $1.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-138
- 0.04%
$40.38 - $44.35 $5.57K - $6.12K
329K $13.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-3.57K
- 98.32%
$63.27 - $70.31 $226K - $251K
61 $3K
MDT
Medtronic PLC

Healthcare
-1.28K
- 8.99%
$79.61 - $92.24 $102K - $118K
13K $1.04M
DOW
Dow Inc.

Basic Materials
-450
- 2.85%
$39.1 - $55.34 $17.6K - $24.9K
15.3K $615K
CVX
Chevron Corp

Energy
-932
- 2.67%
$141.15 - $162.53 $132K - $151K
34K $4.93M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.47K
- 9.98%
$106.33 - $110.69 $156K - $162K
13.2K $1.41M
ENPH
Enphase Energy, Inc.

Technology
-1.4K
- 55.56%
$59.52 - $111.18 $83.3K - $156K
1.12K $76K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-815
- 14.15%
$97.29 - $122.68 $79.3K - $100K
4.95K $482K
IWD
Ishares Russell 1000 Val ETF

ETFs
-493
- 2.21%
$183.23 - $199.79 $90.3K - $98.5K
21.9K $4.05M
APD
Air Products & Chemicals, Inc.

Basic Materials
-122
- 0.6%
$285.5 - $335.62 $34.8K - $40.9K
20.1K $5.82M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.09K
- 6.54%
$73.97 - $84.09 $80.3K - $91.3K
15.5K $1.18M
SHW
Sherwin Williams CO

Basic Materials
-27
- 0.66%
$338.75 - $399.71 $9.15K - $10.8K
4.08K $1.39M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.29K
- 4.13%
$311.11 - $335.64 $400K - $431K
29.8K $9.6M
GE
General Electric CO

Industrials
-360
- 7.68%
$159.95 - $194.23 $57.6K - $69.9K
4.33K $721K
PFE
Pfizer Inc

Healthcare
-2.65K
- 6.95%
$24.8 - $30.19 $65.7K - $80K
35.5K $941K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-2.5K
- 22.8%
N/A
8.45K $547K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-5.89K
- 2.63%
$25.0 - $25.11 $147K - $148K
218K $5.46M
DUK
Duke Energy Corp

Utilities
-916
- 11.81%
$105.76 - $120.76 $96.9K - $111K
6.84K $736K
LDOS
Leidos Holdings, Inc.

Technology
-8
- 0.1%
$143.17 - $201.39 $1.15K - $1.61K
8.21K $1.18M
SO
Southern CO

Utilities
-325
- 2.04%
$81.5 - $94.15 $26.5K - $30.6K
15.6K $1.28M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-2.22K
- 80.7%
$62.09 - $82.32 $138K - $183K
531 $35K
VEEV
Veeva Systems Inc

Healthcare
-690
- 8.68%
$201.81 - $250.45 $139K - $173K
7.26K $1.53M
FDX
Fedex Corp

Industrials
-588
- 18.99%
$260.5 - $305.15 $153K - $179K
2.51K $705K
STT
State Street Corp

Financial Services
-1.76K
- 52.69%
$85.96 - $100.78 $151K - $177K
1.58K $155K
ICF
Ishares Tr

ETFs
-1.61K
- 21.73%
$58.8 - $66.61 $94.9K - $108K
5.81K $350K
UPS
United Parcel Service Inc

Industrials
-239
- 2.22%
$122.65 - $138.35 $29.3K - $33.1K
10.5K $1.33M
AEP
American Electric Power CO Inc

Utilities
-815
- 14.26%
$90.91 - $102.21 $74.1K - $83.3K
4.9K $451K
CHKP
Check Point Software Technologies LTD

Technology
-700
- 90.32%
$170.18 - $209.01 $119K - $146K
75 $14K
PSX
Phillips 66

Energy
-183
- 2.86%
$110.35 - $138.93 $20.2K - $25.4K
6.21K $707K
IBMO
Ishares Tr Ibonds December 202

ETFs
-4.73K
- 9.84%
$25.4 - $25.62 $120K - $121K
43.4K $1.1M
TGT
Target Corp

Consumer Defensive
-515
- 20.3%
$121.59 - $160.69 $62.6K - $82.8K
2.02K $273K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.6K
- 99.26%
$71.75 - $75.11 $115K - $120K
12 $0
DELL
Dell Technologies Inc.

Technology
-941
- 82.62%
$111.96 - $144.21 $105K - $136K
198 $22K
NVO
Novo Nordisk A S

Healthcare
-60
- 1.87%
$85.0 - $120.04 $5.1K - $7.2K
3.15K $270K
SWKS
Skyworks Solutions, Inc.

Technology
-910
- 34.07%
$83.18 - $99.15 $75.7K - $90.2K
1.76K $156K
IWN
Ishares Russell2000 Val ETF

ETFs
-468
- 4.66%
$162.69 - $181.35 $76.1K - $84.9K
9.58K $1.57M
CPRI
Capri Holdings LTD

Consumer Cyclical
-160
- 3.42%
$19.39 - $43.18 $3.1K - $6.91K
4.51K $95K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-275
- 6.45%
$521.84 - $558.82 $144K - $154K
3.99K $2.15M
ICLN
Ishares

ETFs
-6.67K
- 85.18%
$11.35 - $14.51 $75.6K - $96.7K
1.16K $13K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.47K
- 8.82%
$26.55 - $26.67 $92.1K - $92.5K
35.9K $954K
XLE
Energy Sector Spdr

ETFs
-562
- 2.84%
$83.32 - $97.27 $46.8K - $54.7K
19.2K $1.65M
VNQ
Vanguard Specialized Funds Van

ETFs
-308
- 4.26%
$87.85 - $98.6 $27.1K - $30.4K
6.93K $617K
IWS
Ishares Russell Midcap Value E

ETFs
-545
- 10.11%
$128.08 - $140.32 $69.8K - $76.5K
4.85K $626K
Activity Summary
Buys All Purchases 400 New Holdings 110 Increased Positions 290 Sells All Sells 316 Reductions 315 Sold out 1 Options Calls 0 Puts 0
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