Epoch Investment Partners’s SS&C Technologies SSNC Stock Holding History

Epoch Investment Partners’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
2022 Q4	–	Sell	-280,678	Closed	-$13.4M	–	441
2022 Q3	$13.4M	Sell	280,678 -8,432	-3%	-$486K	0.09%	226
2022 Q2	$16.8M	Buy	289,110 +81,454	+39%	+$5.24M	0.1%	214
2022 Q1	$15.6M	Sell	207,656 -5,636	-3%	-$441K	0.08%	236
2021 Q4	$17.5M	Buy	213,292 +3,848	+2%	+$296K	0.09%	216
2021 Q3	$14.5M	Sell	209,444 -1,401	-0.7%	-$104K	0.08%	224
2021 Q2	$15.2M	Sell	210,845 -154,039	-42%	-$11.3M	0.08%	214
2021 Q1	$25.5M	Buy	+364,884	New	+$24.6M	0.12%	180

Other funds holding SSNC

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Epoch Investment Partners's SSNC Position: Q4 2022 in Review

Epoch Investment Partners sold out of SS&C Technologies (SSNC) in Q4 2022, closing a stake of 280,678 shares — an estimated $13.4M sold.

Epoch Investment Partners first reported a position in SSNC in Q1 2021 and held it in 7 quarters. The position peaked at $25.5M in Q1 2021. 533 funds tracked by Wall St. Rank hold SSNC as of Q4 2022.

Epoch Investment Partners reported no remaining SS&C Technologies position as of Q4 2022 after selling out during the quarter.
Epoch Investment Partners sold 280,678 SS&C Technologies shares in Q4 2022, an estimated $13.4M.
Epoch Investment Partners first reported a position in SS&C Technologies in Q1 2021 and held it in 7 quarters.
Epoch Investment Partners's SS&C Technologies position peaked at $25.5M in Q1 2021.
533 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2022.

Based on Epoch Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.