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Ergoteles’s SouthState Bank Corp SSB Stock Holding History

Ergoteles’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
Q1 		– Sell
-6,291
Closed -$480K – 1726
2022
Q4 		$480K Buy
+6,291
New +$528K 0.02% 715
2022
Q3 		– Sell
-12,842
Closed -$991K – 1967
2022
Q2 		$991K Buy
+12,842
New +$1M 0.03% 545
2022
Q1 		– Sell
-22,630
Closed -$1.81M – 1616
2021
Q4 		$1.81M Buy
+22,630
New +$1.8M 0.07% 273

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ergoteles's SSB Position: Q1 2023 in Review

Ergoteles sold out of SouthState Bank Corp (SSB) in Q1 2023, closing a stake of 6,291 shares — an estimated $480K sold.

Ergoteles first reported a position in SSB in Q4 2021 and held it in 3 quarters. The position peaked at $1.81M in Q4 2021. 339 funds tracked by Wall St. Rank hold SSB as of Q1 2023.

  • Ergoteles reported no remaining SouthState Bank Corp position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 6,291 SouthState Bank Corp shares in Q1 2023, an estimated $480K.
  • Ergoteles first reported a position in SouthState Bank Corp in Q4 2021 and held it in 3 quarters.
  • Ergoteles's SouthState Bank Corp position peaked at $1.81M in Q4 2021.
  • 339 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.