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Carroll Financial Associates’s SS&C Technologies SSNC Stock Holding History

Carroll Financial Associates’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
Q4 		$14K Hold
172
– – ﹤0.01% 1075
2021
Q3 		$11K Hold
172
– – ﹤0.01% 1191
2021
Q2 		$12K Buy
172
+67
+64% +$4.9K ﹤0.01% 1244
2021
Q1 		$7K Buy
105
+79
+304% +$5.34K ﹤0.01% 1311
2020
Q4 		$1K Hold
26
– – ﹤0.01% 1482
2020
Q3 		$1K Hold
26
– – ﹤0.01% 1444
2020
Q2 		$1K Hold
26
– – ﹤0.01% 1462
2020
Q1 		$1K Hold
26
– – ﹤0.01% 1400
2019
Q4 		$1K Hold
26
– – ﹤0.01% 1474
2019
Q3 		$1K Buy
+26
New +$1.33K ﹤0.01% 1452

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alkeon Capital Management
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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Carroll Financial Associates's SSNC Position: Q4 2021 in Review

Carroll Financial Associates held its SS&C Technologies (SSNC) position steady in Q4 2021 at 172 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Carroll Financial Associates first reported a position in SSNC in Q3 2019 and has held it in 10 quarters since. 541 funds tracked by Wall St. Rank hold SSNC as of Q4 2021.

  • Carroll Financial Associates held 172 shares of SS&C Technologies worth $14K as of Q4 2021.
  • Carroll Financial Associates left its SS&C Technologies share count unchanged in Q4 2021.
  • SS&C Technologies made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1075 holding.
  • Carroll Financial Associates first reported a position in SS&C Technologies in Q3 2019 and has held it in 10 quarters since.
  • 541 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.