Heron Bay Capital Management’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23M Buy
2025
Q1
$21.3M Sell
2024
Q4
$19.4M Sell
2024
Q3
$20.8M Sell
2024
Q2
$19.1M Buy
2024
Q1
$15.8M Sell
2023
Q4
$16.1M Buy
2023
Q3
$13.2M Buy
2023
Q2
$12.5M Buy
2023
Q1
$10.4M Buy
2022
Q4
$5.2M Buy
2022
Q3
$3.06M Buy