BMT Investment Advisors’s SouthState Bank Corp SSB Stock Holding History

BMT Investment 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
2020 Q1	$2.68M	Buy	45,665 +1,568	+4%	+$116K	1.68%	14
2019 Q4	$3.83M	Hold	44,097	–	–	1.76%	9
2019 Q3	$3.32M	Hold	44,097	–	–	1.7%	9
2019 Q2	$3.25M	Hold	44,097	–	–	1.7%	8
2019 Q1	$3.01M	Buy	44,097 +6,485	+17%	+$436K	1.65%	9
2018 Q4	$2.25M	Buy	37,612 +3,767	+11%	+$262K	1.43%	18
2018 Q3	$2.77M	Buy	33,845 +4,397	+15%	+$371K	1.59%	9
2018 Q2	$2.54M	Buy	29,448 +1,819	+7%	+$161K	1.62%	12
2018 Q1	$2.36M	Buy	27,629 +2,488	+10%	+$220K	1.59%	10
2017 Q4	$2.19M	Buy	25,141 +6,932	+38%	+$622K	1.59%	9
2017 Q3	$1.64M	Buy	+18,209	New	+$1.52M	1.51%	11

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

BMT Investment Advisors's SSB Position: Q1 2020 in Review

BMT Investment Advisors increased its SouthState Bank Corp (SSB) stake by 3.6% in Q1 2020, buying an estimated $116K and bringing the position to 45,665 shares worth $2.68M. The position accounts for 1.68% of the portfolio, ranked #14.

BMT Investment Advisors first reported a position in SSB in Q3 2017 and has held it in 11 quarters since. The position peaked at $3.83M in Q4 2019. 181 funds tracked by Wall St. Rank hold SSB as of Q1 2020.

BMT Investment Advisors held 45,665 shares of SouthState Bank Corp worth $2.68M as of Q1 2020.
BMT Investment Advisors bought 1,568 SouthState Bank Corp shares in Q1 2020, an estimated $116K.
SouthState Bank Corp made up 1.68% of BMT Investment Advisors's portfolio in Q1 2020, its #14 holding.
BMT Investment Advisors first reported a position in SouthState Bank Corp in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's SouthState Bank Corp position peaked at $3.83M in Q4 2019.
181 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.