CFG
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Cooper Financial Group’s SS&C Technologies SSNC Stock Holding History

Cooper Financial Group’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
2023
Q1 		– Sell
-4,248
Closed -$221K – 321
2022
Q4 		$221K Buy
+4,248
New +$215K 0.07% 272
2022
Q3 		– Sell
-3,855
Closed -$224K – 282
2022
Q2 		$224K Buy
3,855
+18
+0.5% +$1.16K 0.08% 227
2022
Q1 		$288K Buy
3,837
+196
+5% +$15.3K 0.11% 179
2021
Q4 		$298K Buy
3,641
+32
+0.9% +$2.46K 0.11% 175
2021
Q3 		$250K Buy
3,609
+274
+8% +$20.3K 0.05% 211
2021
Q2 		$240K Buy
3,335
+135
+4% +$9.87K 0.05% 217
2021
Q1 		$224K Buy
+3,200
New +$216K 0.05% 220

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return