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Clearstead Trust’s SS&C Technologies SSNC Stock Holding History

Clearstead Trust’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
2020
Q1 		– Sell
-322
Closed -$20K – 186
2019
Q4 		$20K Hold
322
– – 0.01% 151
2019
Q3 		$17K Hold
322
– – 0.01% 156
2019
Q2 		$19K Hold
322
– – 0.02% 151
2019
Q1 		$21K Buy
+322
New +$17.9K 0.02% 152

Other funds holding SSNC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clearstead Trust's SSNC Position: Q1 2020 in Review

Clearstead Trust sold out of SS&C Technologies (SSNC) in Q1 2020, closing a stake of 322 shares — an estimated $20K sold.

Clearstead Trust first reported a position in SSNC in Q1 2019 and held it in 4 quarters. The position peaked at $21K in Q1 2019. 432 funds tracked by Wall St. Rank hold SSNC as of Q1 2020.

  • Clearstead Trust reported no remaining SS&C Technologies position as of Q1 2020 after selling out during the quarter.
  • Clearstead Trust sold 322 SS&C Technologies shares in Q1 2020, an estimated $20K.
  • Clearstead Trust first reported a position in SS&C Technologies in Q1 2019 and held it in 4 quarters.
  • Clearstead Trust's SS&C Technologies position peaked at $21K in Q1 2019.
  • 432 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2020.

Based on Clearstead Trust's 13F filing for Q1 2020, filed 12 May 2020.