Acadian Asset Management’s SouthState Bank Corp SSB Stock Holding History

Acadian Asset Management’s Portfolio SSB Stock Details SSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,312	Closed	-$786K	–	1962
2022 Q4	$786K	Sell	10,312 -1,608	-13%	-$135K	﹤0.01%	904
2022 Q3	$942K	Buy	+11,920	New	+$959K	0.01%	818
2021 Q1	–	Sell	-11,065	Closed	-$801K	–	2297
2020 Q4	$801K	Buy	+11,065	New	+$727K	﹤0.01%	1060
2020 Q3	–	Sell	-625	Closed	-$30K	–	2348
2020 Q2	$30K	Sell	625 -10,551	-94%	-$551K	﹤0.01%	2045
2020 Q1	$657K	Buy	11,176 +10,551	+1,688%	+$780K	﹤0.01%	903
2019 Q4	$54K	Hold	625	–	–	﹤0.01%	1590
2019 Q3	$47K	Hold	625	–	–	﹤0.01%	1623
2019 Q2	$46K	Hold	625	–	–	﹤0.01%	1488
2019 Q1	$43K	Hold	625	–	–	﹤0.01%	1706
2018 Q4	$37K	Hold	625	–	–	﹤0.01%	1473
2018 Q3	$51K	Hold	625	–	–	﹤0.01%	1354
2018 Q2	$54K	Hold	625	–	–	﹤0.01%	1373
2018 Q1	$53K	Hold	625	–	–	﹤0.01%	1344
2017 Q4	$54K	Hold	625	–	–	﹤0.01%	1213
2017 Q3	$56K	Hold	625	–	–	﹤0.01%	1092
2017 Q2	$54K	Hold	625	–	–	﹤0.01%	1120
2017 Q1	$56K	Hold	625	–	–	﹤0.01%	1220
2016 Q4	$55K	Buy	+625	New	+$50.5K	﹤0.01%	1169

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acadian Asset Management's SSB Position: Q1 2023 in Review

Acadian Asset Management sold out of SouthState Bank Corp (SSB) in Q1 2023, closing a stake of 10,312 shares — an estimated $786K sold.

Acadian Asset Management first reported a position in SSB in Q4 2016 and held it in 18 quarters. The position peaked at $942K in Q3 2022. 339 funds tracked by Wall St. Rank hold SSB as of Q1 2023.

Acadian Asset Management reported no remaining SouthState Bank Corp position as of Q1 2023 after selling out during the quarter.
Acadian Asset Management sold 10,312 SouthState Bank Corp shares in Q1 2023, an estimated $786K.
Acadian Asset Management first reported a position in SouthState Bank Corp in Q4 2016 and held it in 18 quarters.
Acadian Asset Management's SouthState Bank Corp position peaked at $942K in Q3 2022.
339 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2023.

Based on Acadian Asset Management's 13F filing for Q1 2023, filed 11 May 2023.