Harbor Investment Advisory’s SouthState Bank Corp SSB Stock Holding History

Harbor Investment Advisory’s Portfolio SSB Stock Details SSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1	Closed	-$76	–	1290
2024 Q2	$76	Buy	+1	New	+$77	﹤0.01%	1275
2023 Q3	–	Sell	-766	Closed	-$50.4K	–	1331
2023 Q2	$50.4K	Hold	766	–	–	0.01%	711
2023 Q1	$54.6K	Sell	766 -162	-17%	-$12.6K	0.01%	682
2022 Q4	$70.9K	Hold	928	–	–	0.01%	581
2022 Q3	$73K	Hold	928	–	–	0.01%	555
2022 Q2	$72K	Hold	928	–	–	0.01%	589
2022 Q1	$76K	Hold	928	–	–	0.01%	618
2021 Q4	$74K	Hold	928	–	–	0.01%	626
2021 Q3	$69K	Hold	928	–	–	0.01%	631
2021 Q2	$76K	Hold	928	–	–	0.01%	581
2021 Q1	$73K	Hold	928	–	–	0.01%	574
2020 Q4	$67K	Buy	928 +296	+47%	+$19.4K	0.01%	554
2020 Q3	$30K	Buy	632 +373	+144%	+$19.3K	0.01%	639
2020 Q2	$12K	Buy	+259	New	+$13.5K	﹤0.01%	753

Other funds holding SSB

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbor Investment Advisory's SSB Position: Q3 2024 in Review

Harbor Investment Advisory sold out of SouthState Bank Corp (SSB) in Q3 2024, closing a stake of 1 share — an estimated $76 sold.

Harbor Investment Advisory first reported a position in SSB in Q2 2020 and held it in 14 quarters. The position peaked at $76K in Q1 2022. 385 funds tracked by Wall St. Rank hold SSB as of Q3 2024.

Harbor Investment Advisory reported no remaining SouthState Bank Corp position as of Q3 2024 after selling out during the quarter.
Harbor Investment Advisory sold 1 SouthState Bank Corp share in Q3 2024, an estimated $76.
Harbor Investment Advisory first reported a position in SouthState Bank Corp in Q2 2020 and held it in 14 quarters.
Harbor Investment Advisory's SouthState Bank Corp position peaked at $76K in Q1 2022.
385 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.