Bollard Group’s SouthState Bank Corp SSB Stock Holding History

Bollard 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
2022 Q2	–	Sell	-1,203	Closed	-$98K	–	404
2022 Q1	$98K	Buy	1,203 +6	+0.5%	+$517	﹤0.01%	286
2021 Q4	$96K	Buy	1,197 +8	+0.7%	+$636	﹤0.01%	295
2021 Q3	$89K	Buy	1,189 +8	+0.7%	+$570	﹤0.01%	293
2021 Q2	$97K	Buy	1,181 +6	+0.5%	+$510	﹤0.01%	288
2021 Q1	$92K	Hold	1,175	–	–	﹤0.01%	287
2020 Q4	$85K	Hold	1,175	–	–	﹤0.01%	287
2020 Q3	$57K	Hold	1,175	–	–	﹤0.01%	316
2020 Q2	$56K	Buy	+1,175	New	+$61.4K	﹤0.01%	334

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

Select Equity Group

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

T. Rowe Price Associates

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors

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

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

American Century Companies

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

EARNEST Partners

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