Carret Asset Management’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $676K | Buy |
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|
2025
Q2 | $587K | Hold |
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|
2025
Q1 | $592K | Hold |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $462K | Buy |
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|
2024
Q1 | $455K | Hold |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $594K | Hold |
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|
2021
Q4 | $649K | Sell |
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|
2021
Q3 | $551K | Hold |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $434K | Buy |
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|
2020
Q4 | $441K | Hold |
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|
2020
Q3 | $367K | Buy |
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|
2020
Q2 | $314K | Buy |
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|
2020
Q1 | $220K | Buy |
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