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Hillsdale Investment Management’s SouthState Bank Corp SSB Stock Holding History

Hillsdale Investment Management’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
2023
Q1 		– Sell
-9,800
Closed -$748K – 639
2022
Q4 		$748K Buy
9,800
+300
+3% +$25.2K 0.06% 214
2022
Q3 		$752K Buy
+9,500
New +$764K 0.07% 213

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's SSB Position: Q1 2023 in Review

Hillsdale Investment Management sold out of SouthState Bank Corp (SSB) in Q1 2023, closing a stake of 9,800 shares — an estimated $748K sold.

Hillsdale Investment Management first reported a position in SSB in Q3 2022 and held it in 2 quarters. The position peaked at $752K in Q3 2022. 339 funds tracked by Wall St. Rank hold SSB as of Q1 2023.

  • Hillsdale Investment Management reported no remaining SouthState Bank Corp position as of Q1 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 9,800 SouthState Bank Corp shares in Q1 2023, an estimated $748K.
  • Hillsdale Investment Management first reported a position in SouthState Bank Corp in Q3 2022 and held it in 2 quarters.
  • Hillsdale Investment Management's SouthState Bank Corp position peaked at $752K in Q3 2022.
  • 339 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.