AG
SSB icon

Aperio Group’s SouthState Bank Corp SSB Stock Holding History

Aperio Group’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
2020
Q4 		$468K Buy
6,477
+858
+15% +$56.4K ﹤0.01% 1997
2020
Q3 		$271K Sell
5,619
-2,292
-29% -$118K ﹤0.01% 2111
2020
Q2 		$377K Buy
7,911
+3,022
+62% +$158K ﹤0.01% 1911
2020
Q1 		$287K Sell
4,889
-559
-10% -$41.3K ﹤0.01% 1932
2019
Q4 		$473K Sell
5,448
-91
-2% -$7.38K ﹤0.01% 1830
2019
Q3 		$417K Sell
5,539
-398
-7% -$30K ﹤0.01% 1861
2019
Q2 		$437K Sell
5,937
-317
-5% -$22.8K ﹤0.01% 1862
2019
Q1 		$427K Buy
6,254
+480
+8% +$32.3K ﹤0.01% 1841
2018
Q4 		$346K Sell
5,774
-1,669
-22% -$116K ﹤0.01% 1882
2018
Q3 		$610K Buy
7,443
+2,274
+44% +$192K ﹤0.01% 1665
2018
Q2 		$446K Sell
5,169
-298
-5% -$26.3K ﹤0.01% 1796
2018
Q1 		$466K Sell
5,467
-294
-5% -$26.1K ﹤0.01% 1726
2017
Q4 		$502K Buy
5,761
+2,732
+90% +$245K ﹤0.01% 1706
2017
Q3 		$273K Sell
3,029
-1
-0% -$84 ﹤0.01% 1968
2017
Q2 		$260K Buy
+3,030
New +$262K ﹤0.01% 1966

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aperio Group's SSB Position: Q4 2020 in Review

Aperio Group increased its SouthState Bank Corp (SSB) stake by 15% in Q4 2020, buying an estimated $56.4K and bringing the position to 6,477 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Aperio Group first reported a position in SSB in Q2 2017 and has held it in 15 quarters since. The position peaked at $610K in Q3 2018. 285 funds tracked by Wall St. Rank hold SSB as of Q4 2020.

  • Aperio Group held 6,477 shares of SouthState Bank Corp worth $468K as of Q4 2020.
  • Aperio Group bought 858 SouthState Bank Corp shares in Q4 2020, an estimated $56.4K.
  • SouthState Bank Corp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1997 holding.
  • Aperio Group first reported a position in SouthState Bank Corp in Q2 2017 and has held it in 15 quarters since.
  • Aperio Group's SouthState Bank Corp position peaked at $610K in Q3 2018.
  • 285 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.