AJOVista’s Summit State Bank SSBI Stock Holding History

AJOVista’s Portfolio SSBI Stock Details SSBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-585	Closed	-$7.2K	–	374
2023 Q4	$7.2K	Buy	+585	New	+$7.94K	0.01%	443

Other funds holding SSBI

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AJOVista's SSBI Position: Q1 2024 in Review

AJOVista sold out of Summit State Bank (SSBI) in Q1 2024, closing a stake of 585 shares — an estimated $7.2K sold.

AJOVista first reported a position in SSBI in Q4 2023 and held it in 1 quarter. The position peaked at $7.2K in Q4 2023. 19 funds tracked by Wall St. Rank hold SSBI as of Q1 2024.

AJOVista reported no remaining Summit State Bank position as of Q1 2024 after selling out during the quarter.
AJOVista sold 585 Summit State Bank shares in Q1 2024, an estimated $7.2K.
AJOVista first reported a position in Summit State Bank in Q4 2023 and held it in 1 quarter.
AJOVista's Summit State Bank position peaked at $7.2K in Q4 2023.
19 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.