Cresset Asset Management’s SouthState Bank Corp SSB Stock Holding History

Cresset Asset Management’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
2024 Q4	–	Sell	-3,029	Closed	-$294K	–	2164
2024 Q3	$294K	Buy	3,029 +1	+0%	+$91	﹤0.01%	1808
2024 Q2	$231K	Buy	3,028 +53	+2%	+$4.11K	﹤0.01%	1838
2024 Q1	$253K	Sell	2,975 -2	-0.1%	-$165	﹤0.01%	1663
2023 Q4	$251K	Sell	2,977 -27	-0.9%	-$1.99K	﹤0.01%	1582
2023 Q3	$202K	Sell	3,004 -37	-1%	-$2.67K	﹤0.01%	1622
2023 Q2	$200K	Buy	+3,041	New	+$203K	﹤0.01%	1745
2019 Q2	–	Sell	-103	Closed	-$7K	–	1520
2019 Q1	$7K	Buy	+103	New	+$6.92K	﹤0.01%	1268

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cresset Asset Management's SSB Position: Q4 2024 in Review

Cresset Asset Management sold out of SouthState Bank Corp (SSB) in Q4 2024, closing a stake of 3,029 shares — an estimated $294K sold.

Cresset Asset Management first reported a position in SSB in Q1 2019 and held it in 7 quarters. The position peaked at $294K in Q3 2024. 419 funds tracked by Wall St. Rank hold SSB as of Q4 2024.

Cresset Asset Management reported no remaining SouthState Bank Corp position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 3,029 SouthState Bank Corp shares in Q4 2024, an estimated $294K.
Cresset Asset Management first reported a position in SouthState Bank Corp in Q1 2019 and held it in 7 quarters.
Cresset Asset Management's SouthState Bank Corp position peaked at $294K in Q3 2024.
419 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.