DI
SSB icon

Disciplined Investments’s SouthState Bank Corp SSB Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$592 – 1346
2023
Q2 		$592 Sell
9
-3
-25% -$200 ﹤0.01% 1171
2023
Q1 		$855 Buy
12
+2
+20% +$156 ﹤0.01% 1024
2022
Q4 		$764 Hold
10
– – ﹤0.01% 1014
2022
Q3 		$1K Buy
10
+1
+11% +$80 ﹤0.01% 1085
2022
Q2 		$1K Buy
9
+1
+13% +$78 ﹤0.01% 1112
2022
Q1 		$1K Buy
+8
New +$690 ﹤0.01% 1179

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Disciplined Investments's SSB Position: Q3 2023 in Review

Disciplined Investments sold out of SouthState Bank Corp (SSB) in Q3 2023, closing a stake of 9 shares — an estimated $592 sold.

Disciplined Investments first reported a position in SSB in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 330 funds tracked by Wall St. Rank hold SSB as of Q3 2023.

  • Disciplined Investments reported no remaining SouthState Bank Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 SouthState Bank Corp shares in Q3 2023, an estimated $592.
  • Disciplined Investments first reported a position in SouthState Bank Corp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's SouthState Bank Corp position peaked at $1K in Q3 2022.
  • 330 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.