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 $5.72T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return