GI
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Gradient Investments’s SS&C Technologies SSNC Stock Holding History

Gradient Investments’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
Q1 		– Sell
-15
Closed -$917 – 1762
2023
Q4 		$917 Hold
15
– – ﹤0.01% 1451
2023
Q3 		$788 Hold
15
– – ﹤0.01% 1443
2023
Q2 		$909 Buy
+15
New +$853 ﹤0.01% 1393
2022
Q1 		– Sell
-14
Closed -$1K – 1328
2021
Q4 		$1K Buy
+14
New +$1.08K ﹤0.01% 1185

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gradient Investments's SSNC Position: Q1 2024 in Review

Gradient Investments sold out of SS&C Technologies (SSNC) in Q1 2024, closing a stake of 15 shares — an estimated $917 sold.

Gradient Investments first reported a position in SSNC in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 572 funds tracked by Wall St. Rank hold SSNC as of Q1 2024.

  • Gradient Investments reported no remaining SS&C Technologies position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 15 SS&C Technologies shares in Q1 2024, an estimated $917.
  • Gradient Investments first reported a position in SS&C Technologies in Q4 2021 and held it in 4 quarters.
  • Gradient Investments's SS&C Technologies position peaked at $1K in Q4 2021.
  • 572 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.