Dividend Assets Capital’s SouthState Bank Corp SSB Stock Holding History

Dividend Assets Capital’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 Q1	–	Sell	-200	Closed	-$17K	–	337
2023 Q4	$17K	Hold	200	–	–	﹤0.01%	336
2023 Q3	$13K	Hold	200	–	–	﹤0.01%	366
2023 Q2	$13K	Hold	200	–	–	﹤0.01%	389
2023 Q1	$15K	Hold	200	–	–	﹤0.01%	399
2022 Q4	$15K	Hold	200	–	–	﹤0.01%	399
2022 Q3	$16K	Hold	200	–	–	﹤0.01%	404
2022 Q2	$15K	Hold	200	–	–	﹤0.01%	424
2022 Q1	$16K	Hold	200	–	–	﹤0.01%	399
2021 Q4	$16K	Hold	200	–	–	﹤0.01%	392
2021 Q3	$15K	Hold	200	–	–	﹤0.01%	397
2021 Q2	$16K	Hold	200	–	–	﹤0.01%	396
2021 Q1	$16K	Hold	200	–	–	﹤0.01%	404
2020 Q4	$14K	Buy	+200	New	+$13.1K	﹤0.01%	412

Other funds holding SSB

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return