Glass Jacobson Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Glass Jacobson Investment Advisors’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
2024 Q4	–	Sell	-48	Closed	-$3.56K	–	866
2024 Q3	$3.56K	Hold	48	–	–	﹤0.01%	654
2024 Q2	$3.01K	Buy	+48	New	+$2.98K	﹤0.01%	647
2023 Q4	–	Sell	-23	Closed	-$1.21K	–	813
2023 Q3	$1.21K	Hold	23	–	–	﹤0.01%	683
2023 Q2	$1.4K	Buy	+23	New	+$1.31K	﹤0.01%	677
2022 Q4	$1.04K	Buy	+20	New	+$1.01K	﹤0.01%	727

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $15.1B AUM 23.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glass Jacobson Investment Advisors's SSNC Position: Q4 2024 in Review

Glass Jacobson Investment Advisors sold out of SS&C Technologies (SSNC) in Q4 2024, closing a stake of 48 shares — an estimated $3.56K sold.

Glass Jacobson Investment Advisors first reported a position in SSNC in Q4 2022 and held it in 5 quarters. The position peaked at $3.56K in Q3 2024. 648 funds tracked by Wall St. Rank hold SSNC as of Q4 2024.

Glass Jacobson Investment Advisors reported no remaining SS&C Technologies position as of Q4 2024 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 48 SS&C Technologies shares in Q4 2024, an estimated $3.56K.
Glass Jacobson Investment Advisors first reported a position in SS&C Technologies in Q4 2022 and held it in 5 quarters.
Glass Jacobson Investment Advisors's SS&C Technologies position peaked at $3.56K in Q3 2024.
648 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.