Homestead Advisers’s SouthState Bank Corp SSB Stock Holding History

Homestead Advisers’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 Q2	–	Sell	-346	Closed	-$29.4K	–	126
2024 Q1	$29.4K	Hold	346	–	–	﹤0.01%	132
2023 Q4	$29.2K	Hold	346	–	–	﹤0.01%	133
2023 Q3	$23.3K	Hold	346	–	–	﹤0.01%	131
2023 Q2	$22.8K	Hold	346	–	–	﹤0.01%	129
2023 Q1	$24.7K	Sell	346 -251	-42%	-$19.5K	﹤0.01%	134
2022 Q4	$45.6K	Buy	597 +22	+4%	+$1.85K	﹤0.01%	126
2022 Q3	$45K	Buy	575 +15	+3%	+$1.21K	﹤0.01%	130
2022 Q2	$43K	Buy	560 +114	+26%	+$8.88K	﹤0.01%	128
2022 Q1	$36K	Sell	446 -15,612	-97%	-$1.35M	﹤0.01%	130
2021 Q4	$1.29M	Sell	16,058 -20,908	-57%	-$1.66M	0.03%	108
2021 Q3	$2.76M	Buy	36,966 +1,161	+3%	+$82.7K	0.07%	98
2021 Q2	$2.93M	Buy	35,805 +130	+0.4%	+$11.1K	0.07%	101
2021 Q1	$2.8M	Sell	35,675 -20,000	-36%	-$1.61M	0.07%	101
2020 Q4	$4.03M	Sell	55,675 -1,100	-2%	-$72.3K	0.1%	84
2020 Q3	$2.73M	Hold	56,775	–	–	0.07%	88
2020 Q2	$2.71M	Buy	+56,775	New	+$2.96M	0.07%	88

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

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

Dimensional Fund Advisors

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

Victory Capital Management

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

Franklin Resources

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

Geode Capital Management

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

American Century Companies

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