ALPS Advisors’s SouthState Bank Corp SSB Stock Holding History

ALPS Advisors’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
2024 Q1	–	Sell	-4,578	Closed	-$387K	–	1060
2023 Q4	$387K	Sell	4,578 -261	-5%	-$19.3K	﹤0.01%	695
2023 Q3	$326K	Buy	4,839 +645	+15%	+$46.5K	﹤0.01%	782
2023 Q2	$276K	Buy	4,194 +30	+0.7%	+$2K	﹤0.01%	919
2023 Q1	$297K	Buy	4,164 +228	+6%	+$17.7K	﹤0.01%	891
2022 Q4	$301K	Sell	3,936 -22	-0.6%	-$1.85K	﹤0.01%	887
2022 Q3	$313K	Buy	+3,958	New	+$318K	﹤0.01%	716
2020 Q1	–	Sell	-4,524	Closed	-$392K	–	916
2019 Q4	$392K	Sell	4,524 -198	-4%	-$16.1K	﹤0.01%	584
2019 Q3	$356K	Sell	4,722 -771	-14%	-$58.1K	﹤0.01%	684
2019 Q2	$405K	Sell	5,493 -288	-5%	-$20.7K	﹤0.01%	630
2019 Q1	$395K	Buy	+5,781	New	+$388K	﹤0.01%	736
2017 Q1	–	Sell	-5,551	Closed	-$485K	–	828
2016 Q4	$485K	Buy	5,551 +54	+1%	+$4.36K	﹤0.01%	432
2016 Q3	$412K	Sell	5,497 -630	-10%	-$46.2K	﹤0.01%	557
2016 Q2	$417K	Sell	6,127 -448	-7%	-$30.7K	﹤0.01%	425
2016 Q1	$422K	Buy	+6,575	New	+$423K	﹤0.01%	523
2015 Q1	–	Sell	-8,827	Closed	-$592K	–	754
2014 Q4	$592K	Sell	8,827 -1,173	-12%	-$72K	﹤0.01%	284
2014 Q3	$559K	Buy	+10,000	New	+$591K	﹤0.01%	491

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

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

Dimensional Fund Advisors

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

Victory Capital Management

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

Franklin Resources

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

Geode Capital Management

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

American Century Companies

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return