Berman Capital Advisors’s SS&C Technologies SSNC Stock Holding History

Berman Capital Advisors’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$19K	Buy	275 +36	+15%	+$2.67K	﹤0.01%	1001
2021 Q2	$17K	Buy	239 +1	+0.4%	+$73	﹤0.01%	971
2021 Q1	$16K	Hold	238	–	–	﹤0.01%	872
2020 Q4	$17K	Hold	238	–	–	﹤0.01%	726
2020 Q3	$14K	Buy	238 +30	+14%	+$1.79K	﹤0.01%	695
2020 Q2	$11K	Buy	208 +101	+94%	+$5.5K	﹤0.01%	738
2020 Q1	$4K	Buy	107 +33	+45%	+$1.87K	﹤0.01%	967
2019 Q4	$4K	Hold	74	–	–	﹤0.01%	1045
2019 Q3	$3K	Sell	74 -29	-28%	-$1.48K	﹤0.01%	1105
2019 Q2	$5K	Buy	103 +58	+129%	+$3.5K	﹤0.01%	972
2019 Q1	$2K	Buy	+45	New	+$2.5K	﹤0.01%	1123

Other funds holding SSNC

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Berman Capital Advisors's SSNC Position: Q3 2021 in Review

Berman Capital Advisors increased its SS&C Technologies (SSNC) stake by 15% in Q3 2021, buying an estimated $2.67K and bringing the position to 275 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Berman Capital Advisors first reported a position in SSNC in Q1 2019 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold SSNC as of Q3 2021.

Berman Capital Advisors held 275 shares of SS&C Technologies worth $19K as of Q3 2021.
Berman Capital Advisors bought 36 SS&C Technologies shares in Q3 2021, an estimated $2.67K.
SS&C Technologies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1001 holding.
Berman Capital Advisors first reported a position in SS&C Technologies in Q1 2019 and has held it in 11 quarters since.
505 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.