Asset Dedication LLC’s SouthState Bank Corp SSB Stock Holding History

Asset Dedication LLC’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 Q1	–	Sell	-15	Closed	-$1K	–	796
2019 Q4	$1K	Buy	+15	New	+$1.22K	﹤0.01%	753

Other funds holding SSB

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Asset Dedication LLC's SSB Position: Q1 2020 in Review

Asset Dedication LLC sold out of SouthState Bank Corp (SSB) in Q1 2020, closing a stake of 15 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in SSB in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 181 funds tracked by Wall St. Rank hold SSB as of Q1 2020.

Asset Dedication LLC reported no remaining SouthState Bank Corp position as of Q1 2020 after selling out during the quarter.
Asset Dedication LLC sold 15 SouthState Bank Corp shares in Q1 2020, an estimated $1K.
Asset Dedication LLC first reported a position in SouthState Bank Corp in Q4 2019 and held it in 1 quarter.
Asset Dedication LLC's SouthState Bank Corp position peaked at $1K in Q4 2019.
181 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2020.

Based on Asset Dedication LLC's 13F filing for Q1 2020, filed 5 May 2020.