EWM
SSB icon

Evercore Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Evercore Wealth Management’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
2021
Q1 		– Sell
-53,548
Closed -$3.87M – 442
2020
Q4 		$3.87M Buy
+53,548
New +$3.52M 0.08% 109
2020
Q3 		– Sell
-53,565
Closed -$2.55M – 387
2020
Q2 		$2.55M Buy
+53,565
New +$2.8M 0.07% 127

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Evercore Wealth Management's SSB Position: Q1 2021 in Review

Evercore Wealth Management sold out of SouthState Bank Corp (SSB) in Q1 2021, closing a stake of 53,548 shares — an estimated $3.87M sold.

Evercore Wealth Management first reported a position in SSB in Q2 2020 and held it in 2 quarters. The position peaked at $3.87M in Q4 2020. 304 funds tracked by Wall St. Rank hold SSB as of Q1 2021.

  • Evercore Wealth Management reported no remaining SouthState Bank Corp position as of Q1 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 53,548 SouthState Bank Corp shares in Q1 2021, an estimated $3.87M.
  • Evercore Wealth Management first reported a position in SouthState Bank Corp in Q2 2020 and held it in 2 quarters.
  • Evercore Wealth Management's SouthState Bank Corp position peaked at $3.87M in Q4 2020.
  • 304 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2021.

Based on Evercore Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.