EverSource Wealth Advisors’s E.W. Scripps SSP Stock Holding History

EverSource Wealth Advisors’s Portfolio SSP Stock Details SSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75K	Sell	471 -996	-68%	-$3.68K	﹤0.01%	3687
2025 Q4	$5.85K	Buy	1,467 +1,005	+218%	+$3.38K	﹤0.01%	3059
2025 Q3	$1.14K	Sell	462 -25	-5%	-$77	﹤0.01%	3728
2025 Q2	$1.43K	Sell	487 -14	-3%	-$34	﹤0.01%	3618
2025 Q1	$1.48K	Buy	501 +323	+181%	+$707	﹤0.01%	3074
2024 Q4	$393	Buy	+178	New	+$411	﹤0.01%	3270
2024 Q3	–	Sell	-821	Closed	-$3.09K	–	3122
2024 Q2	$3.09K	Buy	821 +654	+392%	+$2.07K	﹤0.01%	2400
2024 Q1	$628	Sell	167 -704	-81%	-$4.21K	﹤0.01%	2669
2023 Q4	$6.96K	Buy	+871	New	+$5.86K	﹤0.01%	1722
2023 Q3	–	Sell	-176	Closed	-$1.61K	–	2659
2023 Q2	$1.61K	Buy	+176	New	+$1.48K	﹤0.01%	2088
2022 Q3	–	Sell	-106	Closed	-$1K	–	2128
2022 Q2	$1K	Sell	106 -329	-76%	-$5.26K	﹤0.01%	1671
2022 Q1	$9K	Hold	435	–	–	﹤0.01%	1038
2021 Q4	$9K	Buy	+435	New	+$8.4K	﹤0.01%	1018

Other funds holding SSP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Dimensional Fund Advisors

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return