Cutler Group’s SS&C Technologies SSNC Stock Holding History

Cutler 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
2020 Q3	–	Sell	-600	Closed	-$1K	–	5233
2020 Q2	$1K	Buy	+600	New	+$32.7K	﹤0.01%	4159
2020 Q1	–	Sell	-1,400	Closed	-$15K	–	4617
2019 Q4	$15K	Buy	1,400 +100	+8%	+$5.61K	﹤0.01%	2408
2019 Q3	$5K	Buy	+1,300	New	+$66.4K	﹤0.01%	3060
2019 Q2	–	Sell	-1,900	Closed	-$16K	–	4768
2019 Q1	$16K	Buy	+1,900	New	+$106K	﹤0.01%	2192
2018 Q3	–	Sell	-100	Closed	-$1K	–	4649
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	3938
2018 Q1	$1K	Buy	+100	New	+$4.96K	﹤0.01%	4157
2017 Q4	–	Sell	-3,000	Closed	-$1K	–	5869
2017 Q3	$1K	Sell	3,000 -1,700	-36%	-$65.6K	﹤0.01%	5551
2017 Q2	$2K	Buy	+4,700	New	+$175K	﹤0.01%	5612
2016 Q4	–	Sell	-9,400	Closed	-$10K	–	7265
2016 Q3	$10K	Sell	9,400 -500	-5%	-$15.8K	﹤0.01%	4237
2016 Q2	$6K	Sell	9,900 -100	-1%	-$3K	﹤0.01%	4778
2016 Q1	$6K	Buy	+10,000	New	+$304K	﹤0.01%	4689

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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