Fidelity Investments’s Summit State Bank SSBI Stock Holding History

Fidelity Investments’s Portfolio SSBI Stock Details SSBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1	Closed	–	–	5580
2022 Q3	$0	Buy	+1	New	+$15	﹤0.01%	5372

Other funds holding SSBI

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

TCPWM

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Fidelity Investments's SSBI Position: Q4 2022 in Review

Fidelity Investments sold out of Summit State Bank (SSBI) in Q4 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in SSBI in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 22 funds tracked by Wall St. Rank hold SSBI as of Q4 2022.

Fidelity Investments reported no remaining Summit State Bank position as of Q4 2022 after selling out during the quarter.
Fidelity Investments sold 1 Summit State Bank share in Q4 2022.
Fidelity Investments first reported a position in Summit State Bank in Q3 2022 and held it in 1 quarter.
Fidelity Investments's Summit State Bank position peaked at $0 in Q3 2022.
22 funds tracked by Wall St. Rank held Summit State Bank as of Q4 2022.

Based on Fidelity Investments's 13F filing for Q4 2022, filed 13 Feb 2023.