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Golden State Equity Partners’s SS&C Technologies SSNC Stock Holding History

Golden State Equity Partners’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
-252
Closed -$18.7K – 817
2024
Q3 		$18.7K Sell
252
-4,006
-94% -$284K ﹤0.01% 651
2024
Q2 		$267K Buy
+4,258
New +$264K 0.06% 337
2023
Q4 		$298K Buy
+4,883
New +$267K 0.07% 280

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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Golden State Equity Partners's SSNC Position: Q4 2024 in Review

Golden State Equity Partners sold out of SS&C Technologies (SSNC) in Q4 2024, closing a stake of 252 shares — an estimated $18.7K sold.

Golden State Equity Partners first reported a position in SSNC in Q4 2023 and held it in 3 quarters. The position peaked at $298K in Q4 2023. 649 funds tracked by Wall St. Rank hold SSNC as of Q4 2024.

  • Golden State Equity Partners reported no remaining SS&C Technologies position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 252 SS&C Technologies shares in Q4 2024, an estimated $18.7K.
  • Golden State Equity Partners first reported a position in SS&C Technologies in Q4 2023 and held it in 3 quarters.
  • Golden State Equity Partners's SS&C Technologies position peaked at $298K in Q4 2023.
  • 649 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.